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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; Recordkeeping and ... | $110 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $167,258 | $55,453+201.6% | $170,435-1.9% | $62,293+168.5% |
| Participation rate | 89.5% | 66.4%+23.1pp | 83.6%+5.9pp | 69.5%+20.0pp |
| Annual return | 12.39% | 21.38%-9.0pp | 205.94%-193.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $2,540 | $2,164+17.4% | $5,432-53.3% | $2,042+24.3% |
| Participant deferral / active EE | $4,827 | $2,303+109.6% | $4,939-2.3% | $3,169+52.3% |
| Admin fee / account holder | $44 | $455-90.3% | $13,881-99.7% | $479-90.8% |