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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; Account maintenanc... | $3,528 |
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 | $11,917 | $46,173-74.2% | $170,435-93.0% | $69,631-82.9% |
| Participation rate | 99.1% | 63.9%+35.2pp | 83.6%+15.5pp | 70.7%+28.4pp |
| Annual return | 17.29% | 21.62%-4.3pp | 205.94%-188.6pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $1,707 | $1,610+6.1% | $5,432-68.6% | $2,032-16.0% |
| Participant deferral / active EE | $2,939 | $2,080+41.3% | $4,939-40.5% | $3,224-8.8% |
| Admin fee / account holder | $9 | $116-92.4% | $13,881-99.9% | $110-92.0% |