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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... | $1,369 |
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 | $7,946 | $47,977-83.4% | $154,114-94.8% | $56,287-85.9% |
| Participation rate | 82.1% | 66.2%+15.9pp | 83.0%-1.0pp | 69.9%+12.2pp |
| Annual return | -4.37% | 3.54%-7.9pp | 735.16%-739.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $400 | $2,169-81.5% | $5,298-92.4% | $2,111-81.0% |
| Participant deferral / active EE | $1,072 | $2,392-55.2% | $5,081-78.9% | $3,350-68.0% |
| Admin fee / account holder | $7 | $438-98.4% | $13,411-99.9% | $521-98.7% |