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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... | $1,402 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $175 |
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 | $19,169 | $52,967-63.8% | $172,753-88.9% | $65,186-70.6% |
| Participation rate | 97.6% | 66.2%+31.4pp | 82.6%+15.0pp | 70.2%+27.4pp |
| Annual return | 6.01% | 30.12%-24.1pp | 803.00%-797.0pp | 29.39%-23.4pp |
| Employer contribution / active EE | $816 | $2,190-62.7% | $5,144-84.1% | $2,177-62.5% |
| Participant deferral / active EE | $1,947 | $2,471-21.2% | $5,198-62.5% | $3,514-44.6% |
| Admin fee / account holder | $8 | $472-98.4% | $13,956-99.9% | $847-99.1% |