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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... | $2,525 |
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 | $60,016 | $85,766-30.0% | $136,297-56.0% | $70,131-14.4% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 16.96% | 31.45%-14.5pp | 5156.16%-5139.2pp | 73.14%-56.2pp |
| Employer contribution / active EE | $3,110 | $2,966+4.9% | $4,696-33.8% | $2,342+32.8% |
| Participant deferral / active EE | $2,468 | $5,051-51.1% | $6,247-60.5% | $3,332-25.9% |
| Admin fee / account holder | $9 | $5,420-99.8% | $9,244-99.9% | $4,645-99.8% |