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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,564 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 23 320 PARK AVENUE · NEW YORK, NY 10022 | Insurance services | $48 |
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 | $26,302 | $52,961-50.3% | $172,755-84.8% | $65,185-59.7% |
| Participation rate | 98.3% | 66.2%+32.1pp | 82.6%+15.6pp | 70.2%+28.1pp |
| Annual return | 18.65% | 30.12%-11.5pp | 802.94%-784.3pp | 29.38%-10.7pp |
| Employer contribution / active EE | $1,563 | $2,190-28.6% | $5,144-69.6% | $2,177-28.2% |
| Participant deferral / active EE | $2,828 | $2,471+14.5% | $5,198-45.6% | $3,514-19.5% |
| Admin fee / account holder | $220 | $472-53.4% | $13,955-98.4% | $847-74.0% |