Filed October 27, 2003
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 |
|---|---|---|
Filed as: FIDELITY INVSTMS INSTL OPPS CO,INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,814 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,108 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 13 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator | $552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,580 | $37,039+36.6% | $147,618-65.7% | $59,188-14.5% |
| Participation rate | 67.3% | 63.8%+3.5pp | 84.6%-17.3pp | 69.4%-2.1pp |
| Annual return | 21.94% | 7.19%+14.8pp | 61.98%-40.0pp | 5.51%+16.4pp |
| Employer contribution / active EE | $1,083 | $1,353-20.0% | $5,564-80.5% | $2,098-48.4% |
| Participant deferral / active EE | $3,075 | $2,094+46.9% | $4,895-37.2% | $3,265-5.8% |
| Admin fee / account holder | $4 | $60-93.7% | $11,612-100.0% | $92-95.9% |