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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 ... | $1,692 |
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 | $21,940 | $77,638-71.7% | $156,551-86.0% | $62,881-65.1% |
| Participation rate | 85.4% | 71.2%+14.2pp | 84.0%+1.4pp | 69.3%+16.1pp |
| Annual return | 5.57% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,036 | $3,444-69.9% | $5,501-81.2% | $2,281-54.6% |
| Participant deferral / active EE | $1,081 | $3,046-64.5% | $4,871-77.8% | $3,203-66.3% |
| Admin fee / account holder | $10 | $5,561-99.8% | $13,028-99.9% | $4,296-99.8% |