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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 73-0618672 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,685 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,802 | $52,961-55.1% | $172,752-86.2% | $65,185-63.5% |
| Participation rate | 98.1% | 66.2%+31.9pp | 82.6%+15.4pp | 70.2%+27.9pp |
| Annual return | 3.99% | 30.12%-26.1pp | 802.97%-799.0pp | 29.38%-25.4pp |
| Employer contribution / active EE | $1,210 | $2,190-44.8% | $5,144-76.5% | $2,177-44.4% |
| Participant deferral / active EE | $1,632 | $2,471-33.9% | $5,198-68.6% | $3,514-53.5% |
| Admin fee / account holder | $7 | $472-98.6% | $13,955-100.0% | $847-99.2% |