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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... | $864 |
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 | $26,688 | $54,763-51.3% | $90,324-70.5% | $72,976-63.4% |
| Participation rate | 98.4% | 65.2%+33.3pp | 73.3%+25.1pp | 69.5%+28.9pp |
| Annual return | 2.32% | 30.63%-28.3pp | 78.15%-75.8pp | 81.02%-78.7pp |
| Employer contribution / active EE | $937 | $2,093-55.2% | $2,856-67.2% | $2,440-61.6% |
| Participant deferral / active EE | $4,755 | $2,887+64.7% | $3,885+22.4% | $3,608+31.8% |
| Admin fee / account holder | $6 | $3,973-99.8% | $5,356-99.9% | $5,124-99.9% |