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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 | Recordkeeping and information managem... | $2,784 |
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 | $15,553 | $46,173-66.3% | $170,435-90.9% | $69,631-77.7% |
| Participation rate | 95.3% | 63.9%+31.4pp | 83.6%+11.7pp | 70.7%+24.6pp |
| Annual return | 13.07% | 21.62%-8.5pp | 205.94%-192.9pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $657 | $1,610-59.2% | $5,432-87.9% | $2,032-67.7% |
| Participant deferral / active EE | $749 | $2,080-64.0% | $4,939-84.8% | $3,224-76.8% |
| Admin fee / account holder | $9 | $116-92.2% | $13,881-99.9% | $110-91.8% |