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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... | $493 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,830 | $46,732-49.0% | $156,551-84.8% | $55,167-56.8% |
| Participation rate | 61.9% | 65.8%-3.9pp | 84.0%-22.1pp | 69.0%-7.1pp |
| Annual return | 1.77% | 17.72%-16.0pp | 32.23%-30.5pp | 169.23%-167.5pp |
| Employer contribution / active EE | $504 | $2,105-76.1% | $5,501-90.8% | $1,963-74.3% |
| Participant deferral / active EE | $1,302 | $2,204-40.9% | $4,871-73.3% | $3,054-57.4% |
| Admin fee / account holder | $6 | $418-98.5% | $13,028-100.0% | $504-98.7% |