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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 13 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator | $15,027 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,965 | $43,496-84.0% | $161,489-95.7% | $64,340-89.2% |
| Participation rate | 75.5% | 53.5%+21.9pp | 78.7%-3.2pp | 55.2%+20.2pp |
| Annual return | 2.79% | 20.76%-18.0pp | 89.72%-86.9pp | 24.14%-21.4pp |
| Employer contribution / active EE | $609 | $1,431-57.4% | $4,268-85.7% | $1,862-67.3% |
| Participant deferral / active EE | $977 | $1,996-51.1% | $5,630-82.7% | $2,980-67.2% |
| Admin fee / account holder | $37 | $2,330-98.4% | $16,006-99.8% | $3,703-99.0% |