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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... | $3,033 |
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 | $9,741 | $50,637-80.8% | $86,582-88.7% | $62,293-84.4% |
| Participation rate | 81.5% | 67.9%+13.7pp | 73.5%+8.0pp | 69.5%+12.0pp |
| Annual return | 10.43% | 20.80%-10.4pp | 965.08%-954.7pp | 28.90%-18.5pp |
| Employer contribution / active EE | $1,030 | $2,075-50.3% | $2,839-63.7% | $2,042-49.5% |
| Participant deferral / active EE | $1,061 | $2,611-59.4% | $3,609-70.6% | $3,169-66.5% |
| Admin fee / account holder | $11 | $413-97.3% | $4,904-99.8% | $479-97.7% |