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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... | $2,183 |
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 | $34,737 | $46,732-25.7% | $156,551-77.8% | $55,167-37.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 3.91% | 17.72%-13.8pp | 32.23%-28.3pp | 169.23%-165.3pp |
| Employer contribution / active EE | $386 | $2,105-81.7% | $5,501-93.0% | $1,963-80.3% |
| Participant deferral / active EE | $2,292 | $2,204+4.0% | $4,871-52.9% | $3,054-24.9% |
| Admin fee / account holder | $42 | $418-90.0% | $13,028-99.7% | $504-91.7% |