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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 65 · EIN 13-1614399 320 PARK AVE · NEW YORK, NY 10022 | Account Maintenance | $436 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $19,229 | $43,423-55.7% | $78,676-75.6% | $55,167-65.1% |
| Participation rate | 55.1% | 68.0%-13.0pp | 73.6%-18.5pp | 69.0%-13.9pp |
| Annual return | 10.02% | 11.53%-1.5pp | 62.19%-52.2pp | 169.23%-159.2pp |
| Employer contribution / active EE | $939 | $1,997-53.0% | $2,850-67.1% | $1,963-52.2% |
| Participant deferral / active EE | $631 | $2,509-74.8% | $3,517-82.1% | $3,054-79.3% |
| Admin fee / account holder | $187 | $416-55.1% | $4,510-95.9% | $504-62.9% |