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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 | Account maintenance fees; Claims proc... | $1,738 |
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 | $25,345 | $55,453-54.3% | $170,435-85.1% | $62,293-59.3% |
| Participation rate | 98.2% | 66.4%+31.8pp | 83.6%+14.6pp | 69.5%+28.7pp |
| Annual return | 13.48% | 21.38%-7.9pp | 205.94%-192.5pp | 28.90%-15.4pp |
| Employer contribution / active EE | $624 | $2,164-71.1% | $5,432-88.5% | $2,042-69.4% |
| Participant deferral / active EE | $2,198 | $2,303-4.6% | $4,939-55.5% | $3,169-30.7% |
| Admin fee / account holder | $8 | $455-98.2% | $13,881-99.9% | $479-98.2% |