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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,661 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 15 · EIN 13-5582869 51 MADISON AVENUE · NEW YORK CITY, NY 10010 | Recordkeeping | $0 |
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).
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 | $22,584 | $91,179-75.2% | $178,499-87.3% | $79,852-71.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 6.70% | 24.19%-17.5pp | 151.10%-144.4pp | 31.72%-25.0pp |
| Employer contribution / active EE | $1,136 | $3,256-65.1% | $5,011-77.3% | $2,471-54.0% |
| Participant deferral / active EE | $1,544 | $3,236-52.3% | $5,202-70.3% | $3,740-58.7% |
| Admin fee / account holder | $13 | $6,749-99.8% | $13,986-99.9% | $5,306-99.7% |