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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... | $1,549 |
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 | $48,315 | $55,453-12.9% | $170,435-71.7% | $62,293-22.4% |
| Participation rate | 98.0% | 66.4%+31.7pp | 83.6%+14.4pp | 69.5%+28.5pp |
| Annual return | 24.39% | 21.38%+3.0pp | 205.94%-181.6pp | 28.90%-4.5pp |
| Employer contribution / active EE | $2,333 | $2,164+7.8% | $5,432-57.1% | $2,042+14.2% |
| Participant deferral / active EE | $1,605 | $2,303-30.3% | $4,939-67.5% | $3,169-49.4% |
| Admin fee / account holder | $8 | $455-98.3% | $13,881-99.9% | $479-98.4% |