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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 | Participant loan processing; Recordke... | $6,044 |
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 | $22,176 | $62,928-64.8% | $172,753-87.2% | $67,582-67.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 13.98% | 30.36%-16.4pp | 803.00%-789.0pp | 378.57%-364.6pp |
| Employer contribution / active EE | $865 | $1,636-47.2% | $5,144-83.2% | $2,148-59.7% |
| Participant deferral / active EE | $1,396 | $2,145-34.9% | $5,198-73.1% | $3,539-60.6% |
| Admin fee / account holder | $10 | $167-94.0% | $13,956-99.9% | $142-92.9% |