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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; Claims proc... | $14,285 |
Participant 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 | $18,531 | $37,196-50.2% | $154,114-88.0% | $55,725-66.7% |
| Participation rate | 96.7% | 64.1%+32.6pp | 83.0%+13.6pp | 70.9%+25.8pp |
| Annual return | 7.68% | 1319.68%-1312.0pp | 735.16%-727.5pp | 244.93%-237.3pp |
| Employer contribution / active EE | $1,406 | $1,614-12.9% | $5,298-73.5% | $2,078-32.4% |
| Participant deferral / active EE | $333 | $2,068-83.9% | $5,081-93.4% | $3,356-90.1% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |