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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... | $6,982 |
Annual investment return 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 | $20,723 | $62,928-67.1% | $172,752-88.0% | $67,579-69.3% |
| Participation rate | 92.8% | 64.5%+28.3pp | 82.6%+10.1pp | 71.3%+21.5pp |
| Annual return | 4.95% | 30.36%-25.4pp | 802.97%-798.0pp | 378.56%-373.6pp |
| Employer contribution / active EE | $1,286 | $1,636-21.4% | $5,144-75.0% | $2,148-40.1% |
| Participant deferral / active EE | $1,421 | $2,145-33.8% | $5,198-72.7% | $3,539-59.9% |
| Admin fee / account holder | $10 | $167-93.9% | $13,955-99.9% | $142-92.8% |