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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; Recordkeepi... | $1,386 |
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 | $41,857 | $46,732-10.4% | $156,551-73.3% | $55,167-24.1% |
| Participation rate | 96.8% | 65.8%+31.0pp | 84.0%+12.8pp | 69.0%+27.8pp |
| Annual return | 7.98% | 17.72%-9.7pp | 32.23%-24.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $2,287 | $2,105+8.7% | $5,501-58.4% | $1,963+16.6% |
| Participant deferral / active EE | $1,508 | $2,204-31.6% | $4,871-69.0% | $3,054-50.6% |
| Admin fee / account holder | $7 | $418-98.3% | $13,028-99.9% | $504-98.6% |