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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $5,554 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,854 | $46,332-57.1% | $143,797-86.2% | $64,824-69.4% |
| Participation rate | 94.8% | 64.2%+30.6pp | 80.3%+14.5pp | 71.5%+23.3pp |
| Annual return | -10.30% | -10.05%-0.2pp | -0.04%-10.3pp | 32.84%-43.1pp |
| Employer contribution / active EE | $421 | $1,911-78.0% | $4,952-91.5% | $2,507-83.2% |
| Participant deferral / active EE | $2,758 | $2,647+4.2% | $5,638-51.1% | $4,311-36.0% |
| Admin fee / account holder | $7 | $154-95.5% | $14,679-100.0% | $188-96.3% |