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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $29,574 |
MAHER DUESSEL1+ years Service code 10 · EIN 25-1622758 | Accounting | $11,035 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 13 · EIN 13-1614399 | Contract Administrator | $166 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $33,141 | $46,360-28.5% | $147,617-77.5% | $52,331-36.7% |
| Participation rate | 79.5% | 64.9%+14.5pp | 84.6%-5.2pp | 68.1%+11.4pp |
| Annual return | 0.51% | 1.62%-1.1pp | 61.98%-61.5pp | 4.54%-4.0pp |
| Employer contribution / active EE | $1,393 | $2,126-34.5% | $5,564-75.0% | $1,882-26.0% |
| Participant deferral / active EE | $909 | $2,258-59.7% | $4,895-81.4% | $3,022-69.9% |
| Admin fee / account holder | $334 | $766-56.4% | $11,612-97.1% | $592-43.5% |