Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $28,013 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,536 | $47,180-14.1% | $149,723-72.9% | $74,473-45.6% |
| Participation rate | 30.9% | 63.4%-32.5pp | 78.8%-47.9pp | 70.7%-39.9pp |
| Annual return | 18.01% | 22.75%-4.7pp | 134.50%-116.5pp | 34.36%-16.4pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $905 | $2,730-66.9% | $5,682-84.1% | $4,530-80.0% |
| Admin fee / account holder | $130 | $343-62.1% | $13,215-99.0% | $347-62.6% |