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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 | Account maintenance fees; Recordkeepi... | $2,599 |
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 | $18,250 | $46,732-60.9% | $156,551-88.3% | $55,167-66.9% |
| Participation rate | 96.5% | 65.8%+30.7pp | 84.0%+12.5pp | 69.0%+27.5pp |
| Annual return | 8.96% | 17.72%-8.8pp | 32.23%-23.3pp | 169.23%-160.3pp |
| Employer contribution / active EE | $782 | $2,105-62.8% | $5,501-85.8% | $1,963-60.1% |
| Participant deferral / active EE | $969 | $2,204-56.0% | $4,871-80.1% | $3,054-68.3% |
| Admin fee / account holder | $28 | $418-93.3% | $13,028-99.8% | $504-94.5% |