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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 | Claims processing; Participant loan p... | $5 |
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 | $70,739 | $75,183-5.9% | $123,894-42.9% | $55,167+28.2% |
| Participation rate | 96.7% | 72.8%+23.9pp | 81.4%+15.3pp | 69.0%+27.7pp |
| Annual return | 6.42% | 19.01%-12.6pp | 47.52%-41.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $2,886 | $2,823+2.2% | $4,617-37.5% | $1,963+47.0% |
| Participant deferral / active EE | $3,394 | $5,084-33.2% | $5,984-43.3% | $3,054+11.1% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |