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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 | $46,688-85.1% | $189,758-96.3% | $69,733-90.0% |
| Participation rate | 75.5% | 61.7%+13.8pp | 79.8%-4.3pp | 62.5%+13.0pp |
| Annual return | 2.79% | 14.35%-11.6pp | 52.62%-49.8pp | 15.22%-12.4pp |
| Employer contribution / active EE | $609 | $1,695-64.0% | $4,767-87.2% | $2,250-72.9% |
| Participant deferral / active EE | $977 | $2,143-54.4% | $5,856-83.3% | $3,054-68.0% |
| Admin fee / account holder | $37 | $1,700-97.8% | $20,388-99.8% | $3,102-98.8% |