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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,622 |
Participant contribution per participant 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 | $21,430 | $47,977-55.3% | $154,108-86.1% | $56,289-61.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 1.18% | 3.54%-2.4pp | 735.21%-734.0pp | -9.96%+11.1pp |
| Employer contribution / active EE | $1,624 | $2,169-25.1% | $5,298-69.3% | $2,111-23.1% |
| Participant deferral / active EE | $395 | $2,392-83.5% | $5,081-92.2% | $3,350-88.2% |
| Admin fee / account holder | $7 | $438-98.5% | $13,411-100.0% | $521-98.7% |