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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... | $3,544 |
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 | $38,337 | $55,453-30.9% | $170,435-77.5% | $62,293-38.5% |
| Participation rate | 99.2% | 66.4%+32.9pp | 83.6%+15.6pp | 69.5%+29.7pp |
| Annual return | 12.05% | 21.38%-9.3pp | 205.94%-193.9pp | 28.90%-16.8pp |
| Employer contribution / active EE | $398 | $2,164-81.6% | $5,432-92.7% | $2,042-80.5% |
| Participant deferral / active EE | $2,314 | $2,303+0.5% | $4,939-53.1% | $3,169-27.0% |
| Admin fee / account holder | $10 | $455-97.9% | $13,881-99.9% | $479-98.0% |