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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $54,938 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $23,266 | $37,196-37.4% | $154,114-84.9% | $55,725-58.2% |
| Participation rate | 80.4% | 64.1%+16.3pp | 83.0%-2.7pp | 70.9%+9.5pp |
| Annual return | -5.86% | 1319.68%-1325.5pp | 735.16%-741.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,401 | $1,614-13.2% | $5,298-73.6% | $2,078-32.6% |
| Participant deferral / active EE | $1,987 | $2,068-3.9% | $5,081-60.9% | $3,356-40.8% |
| Admin fee / account holder | $82 | $102-18.9% | $13,411-99.4% | $115-28.5% |