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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $5,373 |
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 | $24,139 | $46,173-47.7% | $170,435-85.8% | $69,631-65.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 10.23% | 21.62%-11.4pp | 205.94%-195.7pp | 27571.02%-27560.8pp |
| Employer contribution / active EE | $813 | $1,610-49.5% | $5,432-85.0% | $2,032-60.0% |
| Participant deferral / active EE | $1,485 | $2,080-28.6% | $4,939-69.9% | $3,224-53.9% |
| Admin fee / account holder | $11 | $116-90.8% | $13,881-99.9% | $110-90.4% |