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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... | $4,485 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,391 | $52,967-72.8% | $172,753-91.7% | $65,186-77.9% |
| Participation rate | 98.7% | 66.2%+32.5pp | 82.6%+16.1pp | 70.2%+28.5pp |
| Annual return | 4.63% | 30.12%-25.5pp | 803.00%-798.4pp | 29.39%-24.8pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,377 | $2,471-44.3% | $5,198-73.5% | $3,514-60.8% |
| Admin fee / account holder | $8 | $472-98.2% | $13,956-99.9% | $847-99.0% |