Filed March 31, 2025
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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 | Recordkeeping and information managem... | $3,977 |
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 | $21,654 | $52,961-59.1% | $172,752-87.5% | $65,185-66.8% |
| Participation rate | 97.1% | 66.2%+30.9pp | 82.6%+14.5pp | 70.2%+26.9pp |
| Annual return | 4.17% | 30.12%-26.0pp | 802.97%-798.8pp | 29.38%-25.2pp |
| Employer contribution / active EE | $4,174 | $2,190+90.6% | $5,144-18.9% | $2,177+91.8% |
| Participant deferral / active EE | $1,424 | $2,471-42.4% | $5,198-72.6% | $3,514-59.5% |
| Admin fee / account holder | $13 | $472-97.3% | $13,955-99.9% | $847-98.5% |