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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 | Claims processing; Recordkeeping and ... | $1,435 |
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 | $43,086 | $47,977-10.2% | $154,111-72.0% | $56,287-23.5% |
| Participation rate | 94.4% | 66.2%+28.3pp | 83.0%+11.4pp | 69.9%+24.6pp |
| Annual return | -4.99% | 3.54%-8.5pp | 735.18%-740.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,196 | $2,169-44.9% | $5,298-77.4% | $2,111-43.4% |
| Participant deferral / active EE | $3,750 | $2,392+56.8% | $5,081-26.2% | $3,350+12.0% |
| Admin fee / account holder | $8 | $438-98.3% | $13,411-99.9% | $521-98.5% |