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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 | Claims processing; Recordkeeping and ... | $2,900 |
Annual investment return 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 | $8,094 | $43,423-81.4% | $78,676-89.7% | $55,167-85.3% |
| Participation rate | 81.0% | 68.0%+13.0pp | 73.6%+7.4pp | 69.0%+12.0pp |
| Annual return | 4.82% | 11.53%-6.7pp | 62.19%-57.4pp | 169.23%-164.4pp |
| Employer contribution / active EE | $927 | $1,997-53.6% | $2,850-67.5% | $1,963-52.7% |
| Participant deferral / active EE | $1,003 | $2,509-60.0% | $3,517-71.5% | $3,054-67.2% |
| Admin fee / account holder | $11 | $416-97.4% | $4,510-99.8% | $504-97.9% |