Filed July 14, 2025
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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 ... | $961 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,398 | $50,637-69.6% | $86,581-82.2% | $62,293-75.3% |
| Participation rate | 87.1% | 67.9%+19.2pp | 73.5%+13.6pp | 69.5%+17.6pp |
| Annual return | 8.08% | 20.80%-12.7pp | 965.06%-957.0pp | 28.90%-20.8pp |
| Employer contribution / active EE | $1,040 | $2,075-49.9% | $2,840-63.4% | $2,042-49.1% |
| Participant deferral / active EE | $1,029 | $2,611-60.6% | $3,609-71.5% | $3,169-67.5% |
| Admin fee / account holder | $9 | $413-97.8% | $4,904-99.8% | $479-98.1% |