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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 | Account maintenance fees; Participant... | $9,242 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,836 | $49,177-71.9% | $79,467-82.6% | $64,173-78.4% |
| Participation rate | 97.8% | 65.0%+32.8pp | 73.3%+24.5pp | 69.6%+28.3pp |
| Annual return | -3.18% | -1.16%-2.0pp | 718.30%-721.5pp | 7.63%-10.8pp |
| Employer contribution / active EE | $642 | $2,076-69.1% | $2,800-77.1% | $2,381-73.0% |
| Participant deferral / active EE | $728 | $2,821-74.2% | $3,704-80.3% | $3,470-79.0% |
| Admin fee / account holder | $8 | $3,839-99.8% | $5,104-99.8% | $4,887-99.8% |