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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; Claims proc... | $1 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,351 | $77,638-89.2% | $156,551-94.7% | $62,881-86.7% |
| Participation rate | 92.2% | 71.2%+21.0pp | 84.0%+8.2pp | 69.3%+22.9pp |
| Annual return | 4.70% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $106 | $3,444-96.9% | $5,501-98.1% | $2,281-95.3% |
| Participant deferral / active EE | $1,184 | $3,046-61.1% | $4,871-75.7% | $3,203-63.0% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |