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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,860 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,438 | $52,293-24.6% | $178,503-77.9% | $73,412-46.3% |
| Participation rate | 85.0% | 65.3%+19.6pp | 81.9%+3.0pp | 72.2%+12.8pp |
| Annual return | 18.09% | 34.75%-16.7pp | 151.12%-133.0pp | 59.30%-41.2pp |
| Employer contribution / active EE | $1,686 | $1,736-2.9% | $5,011-66.4% | $2,234-24.5% |
| Participant deferral / active EE | $3,225 | $2,333+38.2% | $5,202-38.0% | $3,806-15.3% |
| Admin fee / account holder | $5 | $127-96.2% | $13,987-100.0% | $158-96.9% |