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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 19 320 PARK AVENUE · NEW YORK, NY 10022 | Securities Custodian | $2,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $16,912 | $46,360-63.5% | $147,617-88.5% | $52,331-67.7% |
| Participation rate | 17.4% | 64.9%-47.5pp | 84.6%-67.2pp | 68.1%-50.7pp |
| Annual return | 39.66% | 1.62%+38.0pp | 61.98%-22.3pp | 4.54%+35.1pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $491 | $2,258-78.2% | $4,895-90.0% | $3,022-83.7% |
| Admin fee / account holder | $10 | $766-98.7% | $11,612-99.9% | $592-98.3% |