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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $710 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $408 |
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 | $25,746 | $46,360-44.5% | $147,617-82.6% | $52,331-50.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.71% | 1.62%-2.3pp | 61.98%-62.7pp | 4.54%-5.3pp |
| Employer contribution / active EE | $380 | $2,126-82.2% | $5,564-93.2% | $1,882-79.8% |
| Participant deferral / active EE | $1,068 | $2,258-52.7% | $4,895-78.2% | $3,022-64.7% |
| Admin fee / account holder | $6 | $766-99.2% | $11,612-100.0% | $592-99.0% |