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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 | Claims processing; Participant loan p... | $30 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1145070 | Contract Administrator | $0 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 | Recordkeeping Fees | $0 |
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 | $145,425 | $37,117+291.8% | $147,617-1.5% | $55,191+163.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 1.80% | 3.44%-1.6pp | 61.98%-60.2pp | 10.78%-9.0pp |
| Employer contribution / active EE | $1,837 | $1,620+13.3% | $5,564-67.0% | $1,899-3.3% |
| Participant deferral / active EE | $5,642 | $1,985+184.2% | $4,895+15.2% | $3,046+85.2% |
| Admin fee / account holder | $48 | $86-43.9% | $11,612-99.6% | $91-47.2% |