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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,770 | $46,360-57.4% | $147,617-86.6% | $52,331-62.2% |
| Participation rate | 56.0% | 64.9%-8.9pp | 84.6%-28.6pp | 68.1%-12.1pp |
| Annual return | -1.03% | 1.62%-2.7pp | 61.98%-63.0pp | 4.54%-5.6pp |
| Employer contribution / active EE | $809 | $2,126-61.9% | $5,565-85.5% | $1,882-57.0% |
| Participant deferral / active EE | $1,724 | $2,258-23.6% | $4,895-64.8% | $3,022-42.9% |
| Admin fee / account holder | $9 | $766-98.8% | $11,611-99.9% | $592-98.4% |