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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $293 |
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 | $42,414 | $65,582-35.3% | $64,099-33.8% | $71,495-40.7% |
| Participation rate | 93.1% | 73.2%+19.9pp | 72.3%+20.8pp | 67.9%+25.2pp |
| Annual return | 19.40% | 18.96%+0.4pp | 33.70%-14.3pp | 28.85%-9.4pp |
| Employer contribution / active EE | $3,785 | $2,671+41.7% | $2,748+37.7% | $2,589+46.2% |
| Participant deferral / active EE | $5,637 | $3,628+55.4% | $3,881+45.2% | $4,291+31.4% |
| Admin fee / account holder | $1 | $616-99.8% | $3,070-100.0% | $1,588-99.9% |