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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $7,884 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,568 | $50,902-41.9% | $155,534-81.0% | $77,736-62.0% |
| Participation rate | 68.2% | 63.1%+5.1pp | 78.2%-10.0pp | 70.6%-2.4pp |
| Annual return | 7.96% | 34.85%-26.9pp | 64.92%-57.0pp | 31.26%-23.3pp |
| Employer contribution / active EE | $643 | $1,991-67.7% | $4,675-86.2% | $2,728-76.4% |
| Participant deferral / active EE | $2,977 | $2,824+5.4% | $5,630-47.1% | $4,651-36.0% |
| Admin fee / account holder | $26 | $437-94.2% | $15,900-99.8% | $433-94.1% |