Filed February 2, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $753,026 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 | Consulting | $81,184 |
WIPFLI LLP5+ years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $12,500 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $986 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
TIAA4 years Filed as: TIAA-CREF Service code 33 · EIN 13-1624203 | Securities brokerage commissions and ... | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $69,675 | $53,565+30.1% | $172,757-59.7% | $82,204-15.2% |
| Participation rate | 100.0% | 69.6%+30.4pp | 82.6%+17.4pp | 73.4%+26.6pp |
| Annual return | 20.96% | 31.42%-10.5pp | 803.06%-782.1pp | 26.31%-5.4pp |
| Employer contribution / active EE | $3,317 | $1,857+78.7% | $5,144-35.5% | $2,707+22.5% |
| Participant deferral / active EE | $5,166 | $3,006+71.9% | $5,198-0.6% | $4,246+21.7% |
| Admin fee / account holder | $89 | $61+44.4% | $13,956-99.4% | $76+17.2% |