Filed October 8, 2013
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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $141,300 |
CAMMACK LARHETTE ADVISORS3 years Service code 28 · EIN 20-4668732 | Investment Management | $61,512 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $55,000 |
LAIKEN ASSOCIATES, INC.3 years Service code 28 · EIN 13-1980835 | Investment Management | $31,643 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Participant loan processing; Recordke... | $4,287 |
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 | $247,772 | $204,517+21.1% | $69,480+256.6% | $77,775+218.6% |
| Participation rate | 92.0% | 74.6%+17.3pp | 74.6%+17.4pp | 73.2%+18.7pp |
| Annual return | 15.21% | 22.10%-6.9pp | 28.99%-13.8pp | 32.58%-17.4pp |
| Employer contribution / active EE | $2,537 | $3,548-28.5% | $2,780-8.7% | $2,504+1.3% |
| Participant deferral / active EE | $3,158 | $3,478-9.2% | $3,537-10.7% | $3,966-20.4% |
| Admin fee / account holder | $143 | $101+42.3% | $3,840-96.3% | $100+43.0% |