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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 | Participant loan processing; Claims p... | $2,903 |
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 | $37,243 | $67,602-44.9% | $82,312-54.8% | $70,126-46.9% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.0pp | 69.5%+27.4pp |
| Annual return | 12.89% | 21.57%-8.7pp | 25.88%-13.0pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,521 | $1,755-13.3% | $2,428-37.4% | $2,343-35.1% |
| Participant deferral / active EE | $2,180 | $2,987-27.0% | $3,706-41.2% | $3,332-34.6% |
| Admin fee / account holder | $17 | $4,512-99.6% | $5,608-99.7% | $4,645-99.6% |