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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 | Account maintenance fees; Participant... | $5,601 |
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 | $22,155 | $37,196-40.4% | $154,108-85.6% | $55,725-60.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -2.62% | 1319.68%-1322.3pp | 735.21%-737.8pp | 244.93%-247.5pp |
| Employer contribution / active EE | $945 | $1,614-41.5% | $5,298-82.2% | $2,078-54.5% |
| Participant deferral / active EE | $1,531 | $2,068-26.0% | $5,081-69.9% | $3,356-54.4% |
| Admin fee / account holder | $12 | $102-88.4% | $13,411-99.9% | $115-89.7% |