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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $47,986 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 23 320 PARK AVENUE · NEW YORK, NY 10022 | Insurance services | $12 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,853 | $73,839-54.2% | $143,788-76.5% | $68,495-50.6% |
| Participation rate | 92.9% | 66.7%+26.3pp | 80.3%+12.6pp | 67.9%+25.0pp |
| Annual return | -11.88% | 1.01%-12.9pp | -0.03%-11.9pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,761 | $3,184-44.7% | $4,952-64.4% | $2,596-32.2% |
| Participant deferral / active EE | $3,726 | $3,384+10.1% | $5,638-33.9% | $4,028-7.5% |
| Admin fee / account holder | $350 | $5,755-93.9% | $14,675-97.6% | $5,403-93.5% |