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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 | Recordkeeping and information managem... | $1,641 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,370 | $54,763+96.1% | $90,324+18.9% | $72,976+47.1% |
| Participation rate | 98.5% | 65.2%+33.3pp | 73.3%+25.2pp | 69.5%+29.0pp |
| Annual return | 3.50% | 30.63%-27.1pp | 78.15%-74.6pp | 81.02%-77.5pp |
| Employer contribution / active EE | $7,771 | $2,093+271.2% | $2,856+172.1% | $2,440+218.5% |
| Participant deferral / active EE | $7,297 | $2,887+152.7% | $3,885+87.8% | $3,608+102.3% |
| Admin fee / account holder | $11 | $3,973-99.7% | $5,356-99.8% | $5,124-99.8% |