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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 | Participant loan processing; Account ... | $1,260 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,391 | $46,732-75.6% | $156,551-92.7% | $55,167-79.4% |
| Participation rate | 96.0% | 65.8%+30.2pp | 84.0%+12.0pp | 69.0%+27.0pp |
| Annual return | 7.29% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $506 | $2,105-76.0% | $5,501-90.8% | $1,963-74.2% |
| Participant deferral / active EE | $838 | $2,204-62.0% | $4,871-82.8% | $3,054-72.6% |
| Admin fee / account holder | $9 | $418-97.8% | $13,028-99.9% | $504-98.1% |