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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... | $1,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,357 | $47,977-47.1% | $154,108-83.5% | $56,289-55.0% |
| Participation rate | 33.5% | 66.2%-32.7pp | 83.0%-49.6pp | 69.9%-36.4pp |
| Annual return | -4.74% | 3.54%-8.3pp | 735.21%-739.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $563 | $2,169-74.0% | $5,298-89.4% | $2,111-73.3% |
| Participant deferral / active EE | $748 | $2,392-68.7% | $5,081-85.3% | $3,350-77.7% |
| Admin fee / account holder | $10 | $438-97.8% | $13,411-99.9% | $521-98.2% |