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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 | Account maintenance fees; Claims proc... | $3,198 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,401 | $53,128-78.5% | $86,582-86.8% | $70,126-83.7% |
| Participation rate | 91.1% | 65.3%+25.8pp | 73.5%+17.6pp | 69.5%+21.6pp |
| Annual return | 7.89% | 27.66%-19.8pp | 965.08%-957.2pp | 73.15%-65.3pp |
| Employer contribution / active EE | $477 | $2,068-76.9% | $2,839-83.2% | $2,343-79.6% |
| Participant deferral / active EE | $847 | $2,695-68.6% | $3,609-76.5% | $3,332-74.6% |
| Admin fee / account holder | $172 | $3,584-95.2% | $4,904-96.5% | $4,645-96.3% |