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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 | Recordkeeping and information managem... | $3,930 |
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 | $34,145 | $62,583-45.4% | $76,767-55.5% | $64,173-46.8% |
| Participation rate | 98.9% | 72.8%+26.1pp | 77.0%+21.9pp | 69.6%+29.3pp |
| Annual return | -3.86% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,300 | $1,832-29.0% | $2,485-47.7% | $2,381-45.4% |
| Participant deferral / active EE | $2,032 | $3,145-35.4% | $3,852-47.2% | $3,470-41.4% |
| Admin fee / account holder | $14 | $4,667-99.7% | $6,675-99.8% | $4,887-99.7% |