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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... | $900 |
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 | $29,443 | $67,602-56.4% | $82,312-64.2% | $70,126-58.0% |
| Participation rate | 96.8% | 72.8%+24.1pp | 76.9%+19.9pp | 69.5%+27.3pp |
| Annual return | 15.55% | 21.57%-6.0pp | 25.88%-10.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $2,232 | $1,755+27.2% | $2,428-8.1% | $2,343-4.7% |
| Participant deferral / active EE | $3,723 | $2,987+24.6% | $3,706+0.5% | $3,332+11.7% |
| Admin fee / account holder | $12 | $4,512-99.7% | $5,608-99.8% | $4,645-99.7% |