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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 | Claims processing; Recordkeeping and ... | $1,773 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,771 | $47,977-52.5% | $154,108-85.2% | $56,289-59.5% |
| Participation rate | 95.9% | 66.2%+29.8pp | 83.0%+12.9pp | 69.9%+26.1pp |
| Annual return | -7.38% | 3.54%-10.9pp | 735.21%-742.6pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,132 | $2,169-47.8% | $5,298-78.6% | $2,111-46.4% |
| Participant deferral / active EE | $2,363 | $2,392-1.2% | $5,081-53.5% | $3,350-29.5% |
| Admin fee / account holder | $57 | $438-87.0% | $13,411-99.6% | $521-89.1% |