Filed August 1, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,720 |
LILLING & COMPANY LLP1 year Service code 10 2 SEAVIEW BOULEVARD · PORT WASHINGTON, NY 11050 | Accounting | $12,180 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 99 320 PARK AVENUE · NEW YORK, NY 10022 | Other Fees | $457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $34,826 | $37,213-6.4% | $156,551-77.8% | $63,975-45.6% |
| Participation rate | 24.3% | 65.0%-40.7pp | 84.0%-59.7pp | 71.1%-46.9pp |
| Annual return | 19.88% | 47.89%-28.0pp | 32.23%-12.3pp | 48.65%-28.8pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $703 | $2,070-66.1% | $4,871-85.6% | $3,356-79.1% |
| Admin fee / account holder | $26 | $56-53.8% | $13,028-99.8% | $70-63.0% |