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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $541 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,156 | $55,453-54.6% | $170,435-85.2% | $62,293-59.6% |
| Participation rate | 90.8% | 66.4%+24.4pp | 83.6%+7.2pp | 69.5%+21.3pp |
| Annual return | 50.77% | 21.38%+29.4pp | 205.94%-155.2pp | 28.90%+21.9pp |
| Employer contribution / active EE | $2,417 | $2,164+11.7% | $5,432-55.5% | $2,042+18.3% |
| Participant deferral / active EE | $1,793 | $2,303-22.1% | $4,939-63.7% | $3,169-43.4% |
| Admin fee / account holder | $4 | $455-99.2% | $13,881-100.0% | $479-99.3% |