Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-0145825 | Contract Administrator | $4,480 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator; Recordkeeping... | $1,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,071 | $43,423-46.9% | $78,676-70.7% | $55,167-58.2% |
| Participation rate | 69.2% | 68.0%+1.2pp | 73.6%-4.4pp | 69.0%+0.2pp |
| Annual return | 28.01% | 11.53%+16.5pp | 62.19%-34.2pp | 169.23%-141.2pp |
| Employer contribution / active EE | $686 | $1,997-65.7% | $2,850-75.9% | $1,963-65.1% |
| Participant deferral / active EE | $2,534 | $2,509+1.0% | $3,517-28.0% | $3,054-17.0% |
| Admin fee / account holder | $9 | $416-98.0% | $4,510-99.8% | $504-98.3% |