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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; Recordkeeping and ... | $538 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $417 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $271 |
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 | $19,096 | $47,977-60.2% | $154,114-87.6% | $56,287-66.1% |
| Participation rate | 97.0% | 66.2%+30.9pp | 83.0%+14.0pp | 69.9%+27.2pp |
| Annual return | -6.13% | 3.54%-9.7pp | 735.16%-741.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,649 | $2,169-24.0% | $5,298-68.9% | $2,111-21.9% |
| Participant deferral / active EE | $858 | $2,392-64.1% | $5,081-83.1% | $3,350-74.4% |
| Admin fee / account holder | $29 | $438-93.5% | $13,411-99.8% | $521-94.5% |