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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... | $464 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,231 | $46,360-73.6% | $147,617-91.7% | $52,331-76.6% |
| Participation rate | 93.8% | 64.9%+28.9pp | 84.6%+9.2pp | 68.1%+25.7pp |
| Annual return | 0.97% | 1.62%-0.7pp | 61.98%-61.0pp | 4.54%-3.6pp |
| Employer contribution / active EE | $62 | $2,126-97.1% | $5,564-98.9% | $1,882-96.7% |
| Participant deferral / active EE | $1,069 | $2,258-52.7% | $4,895-78.2% | $3,022-64.6% |
| Admin fee / account holder | $79 | $766-89.7% | $11,612-99.3% | $592-86.6% |