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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $169,844 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,201 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 13 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator | $90 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,957 | $50,169+47.4% | $149,740-50.6% | $80,187-7.8% |
| Participation rate | 92.2% | 64.3%+27.9pp | 78.8%+13.4pp | 72.9%+19.2pp |
| Annual return | 12.74% | 29.82%-17.1pp | 134.51%-121.8pp | 40.40%-27.7pp |
| Employer contribution / active EE | $1,998 | $1,869+6.9% | $4,821-58.6% | $2,980-32.9% |
| Participant deferral / active EE | $5,718 | $3,194+79.0% | $5,683+0.6% | $5,016+14.0% |
| Admin fee / account holder | $60 | $153-60.5% | $13,222-99.5% | $145-58.4% |