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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... | $1,108 |
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 | $46,188 | $45,082+2.5% | $69,464-33.5% | $72,975-36.7% |
| Participation rate | 96.9% | 68.5%+28.4pp | 74.6%+22.3pp | 69.5%+27.4pp |
| Annual return | 5.26% | 22.66%-17.4pp | 28.98%-23.7pp | 81.01%-75.8pp |
| Employer contribution / active EE | $2,046 | $2,055-0.5% | $2,779-26.4% | $2,440-16.2% |
| Participant deferral / active EE | $5,032 | $2,604+93.2% | $3,536+42.3% | $3,608+39.5% |
| Admin fee / account holder | $23 | $3,057-99.3% | $3,840-99.4% | $5,124-99.6% |