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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 | Recordkeeping and information managem... | $9,116 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,240 | $53,128-61.9% | $86,582-76.6% | $70,126-71.1% |
| Participation rate | 97.0% | 65.3%+31.7pp | 73.5%+23.5pp | 69.5%+27.5pp |
| Annual return | 9.60% | 27.66%-18.1pp | 965.08%-955.5pp | 73.15%-63.6pp |
| Employer contribution / active EE | $773 | $2,068-62.6% | $2,839-72.8% | $2,343-67.0% |
| Participant deferral / active EE | $779 | $2,695-71.1% | $3,609-78.4% | $3,332-76.6% |
| Admin fee / account holder | $12 | $3,584-99.7% | $4,904-99.8% | $4,645-99.7% |