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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $92,439 |
MB INTERIM, LLC1 year Service code 16 · EIN 81-3084445 | Consulting | $76,185 |
Service code 16 · EIN 13-4426829 | Consulting | $6,250 |
Filed as: MUTUAL OF AMERICA LIFE INS. CO. Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,214 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,407 | $52,626+71.8% | $98,483-8.2% | $93,010-2.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.3%+26.7pp | 73.9%+26.1pp |
| Annual return | 13.84% | 16.95%-3.1pp | 1494.38%-1480.5pp | 158.70%-144.9pp |
| Employer contribution / active EE | $5,632 | $1,894+197.4% | $2,961+90.2% | $2,705+108.2% |
| Participant deferral / active EE | $7,144 | $2,907+145.8% | $4,276+67.1% | $4,561+56.6% |
| Admin fee / account holder | $79 | $102-22.8% | $5,953-98.7% | $152-48.0% |