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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... | $690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,403 | $36,916+6.7% | $156,551-74.8% | $57,658-31.7% |
| Participation rate | 66.2% | 63.4%+2.8pp | 84.0%-17.8pp | 70.2%-4.0pp |
| Annual return | 13.56% | 12.38%+1.2pp | 32.23%-18.7pp | 5.13%+8.4pp |
| Employer contribution / active EE | $1,439 | $1,571-8.4% | $5,501-73.8% | $1,974-27.1% |
| Participant deferral / active EE | $3,064 | $1,926+59.1% | $4,871-37.1% | $3,061+0.1% |
| Admin fee / account holder | $17 | $82-80.0% | $13,028-99.9% | $95-82.5% |