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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 ... | $735 |
Participant contribution per participant 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 | $30,886 | $55,453-44.3% | $170,435-81.9% | $62,293-50.4% |
| Participation rate | 93.4% | 66.4%+27.0pp | 83.6%+9.8pp | 69.5%+23.9pp |
| Annual return | 189.86% | 21.38%+168.5pp | 205.94%-16.1pp | 28.90%+161.0pp |
| Employer contribution / active EE | $558 | $2,164-74.2% | $5,432-89.7% | $2,042-72.7% |
| Participant deferral / active EE | $642 | $2,303-72.1% | $4,939-87.0% | $3,169-79.8% |
| Admin fee / account holder | $3 | $455-99.3% | $13,881-100.0% | $479-99.3% |