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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $154,675 |
CAMMACK LARHETTE ADVISORS4 years Service code 28 · EIN 20-4668732 | Investment Management | $68,703 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $50,500 |
NIXON PEABODY LLP4 years Service code 28 · EIN 16-0764720 | Investment Management | $46,715 |
LAIKEN ASSOCIATES, INC.4 years Service code 28 · EIN 13-1980835 | Investment Management | $18,470 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Participant loan processing; Claims p... | $4,042 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $268,537 | $105,581+154.3% | $70,492+280.9% | $90,274+197.5% |
| Participation rate | 91.6% | 77.5%+14.0pp | 75.1%+16.5pp | 73.4%+18.2pp |
| Annual return | 10.73% | 14.78%-4.1pp | 109.16%-98.4pp | 53.97%-43.2pp |
| Employer contribution / active EE | $2,435 | $3,304-26.3% | $2,738-11.1% | $2,523-3.5% |
| Participant deferral / active EE | $3,065 | $3,813-19.6% | $3,711-17.4% | $4,231-27.6% |
| Admin fee / account holder | $135 | $68+99.6% | $3,848-96.5% | $114+18.2% |