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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Claims processing; Recordkeeping and ... | $2,060 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,876 | $84,499-36.2% | $125,391-57.0% | $66,949-19.5% |
| Participation rate | 83.4% | 76.4%+7.0pp | 82.4%+1.1pp | 69.8%+13.6pp |
| Annual return | -15.89% | -8.49%-7.4pp | 572.41%-588.3pp | 1.57%-17.5pp |
| Employer contribution / active EE | $996 | $3,554-72.0% | $4,816-79.3% | $2,545-60.9% |
| Participant deferral / active EE | $2,789 | $6,785-58.9% | $7,448-62.6% | $4,239-34.2% |
| Admin fee / account holder | $9 | $685-98.7% | $10,009-99.9% | $594-98.5% |