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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,297 |
Filed as: MUTUAL OF AMERICA Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $1,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,475 | $50,860-49.9% | $155,574-83.6% | $77,714-67.2% |
| Participation rate | 27.8% | 63.1%-35.3pp | 78.2%-50.4pp | 70.6%-42.8pp |
| Annual return | 16.21% | 34.86%-18.7pp | 64.87%-48.7pp | 31.26%-15.0pp |
| Employer contribution / active EE | $196 | $1,991-90.2% | $4,676-95.8% | $2,727-92.8% |
| Participant deferral / active EE | $1,074 | $2,825-62.0% | $5,629-80.9% | $4,649-76.9% |
| Admin fee / account holder | $44 | $436-89.9% | $15,914-99.7% | $433-89.8% |