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.
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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $75,822 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 13 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator | $456 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,567 | $45,382+22.4% | $154,110-63.9% | $75,289-26.2% |
| Participation rate | 79.6% | 65.9%+13.7pp | 83.0%-3.4pp | 72.4%+7.2pp |
| Annual return | -2.84% | -0.47%-2.4pp | 735.22%-738.1pp | -0.04%-2.8pp |
| Employer contribution / active EE | $1,399 | $1,533-8.7% | $5,298-73.6% | $2,405-41.8% |
| Participant deferral / active EE | $4,120 | $2,384+72.8% | $5,081-18.9% | $3,739+10.2% |
| Admin fee / account holder | $32 | $89-63.8% | $13,412-99.8% | $102-68.4% |