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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Direct paym... | $28,394 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $20,500 |
Filed as: MUTUAL OF AMERICA LIFE INS. CO. Service code 64 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping Fees | $1,663 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,912 | $34,220+57.5% | $73,836-27.0% | $59,188-8.9% |
| Participation rate | 89.7% | 59.1%+30.6pp | 73.4%+16.3pp | 69.4%+20.3pp |
| Annual return | 0.46% | 3.36%-2.9pp | 2268.06%-2267.6pp | 5.51%-5.0pp |
| Employer contribution / active EE | $4,347 | $1,480+193.7% | $2,787+55.9% | $2,098+107.2% |
| Participant deferral / active EE | $5,235 | $2,035+157.3% | $3,583+46.1% | $3,265+60.4% |
| Admin fee / account holder | $33 | $64-48.7% | $4,882-99.3% | $92-64.3% |