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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... | $1,848 |
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 | $36,348 | $46,360-21.6% | $147,617-75.4% | $52,331-30.5% |
| Participation rate | 70.2% | 64.9%+5.2pp | 84.6%-14.4pp | 68.1%+2.1pp |
| Annual return | 1.42% | 1.62%-0.2pp | 61.98%-60.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $1,518 | $2,126-28.6% | $5,564-72.7% | $1,882-19.3% |
| Participant deferral / active EE | $2,584 | $2,258+14.5% | $4,895-47.2% | $3,022-14.5% |
| Admin fee / account holder | $10 | $766-98.7% | $11,612-99.9% | $592-98.4% |