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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 | Recordkeeping and information managem... | $4,555 |
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 | $2,870 | $85,169-96.6% | $172,755-98.3% | $72,983-96.1% |
| Participation rate | 97.8% | 70.1%+27.7pp | 82.6%+15.2pp | 69.5%+28.3pp |
| Annual return | 209.23% | 27.32%+181.9pp | 802.94%-593.7pp | 81.01%+128.2pp |
| Employer contribution / active EE | $203 | $3,324-93.9% | $5,144-96.0% | $2,440-91.7% |
| Participant deferral / active EE | $1,088 | $3,260-66.6% | $5,198-79.1% | $3,608-69.8% |
| Admin fee / account holder | $4 | $5,880-99.9% | $13,955-100.0% | $5,124-99.9% |