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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $31,819 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,811 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 13 · EIN 13-1614399 | Contract Administrator | $168 |
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 | $33,554 | $46,732-28.2% | $156,551-78.6% | $55,167-39.2% |
| Participation rate | 70.0% | 65.8%+4.2pp | 84.0%-14.0pp | 69.0%+1.0pp |
| Annual return | 5.25% | 17.72%-12.5pp | 32.23%-27.0pp | 169.23%-164.0pp |
| Employer contribution / active EE | $1,378 | $2,105-34.5% | $5,501-74.9% | $1,963-29.8% |
| Participant deferral / active EE | $991 | $2,204-55.1% | $4,871-79.7% | $3,054-67.6% |
| Admin fee / account holder | $342 | $418-18.2% | $13,028-97.4% | $504-32.1% |