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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; Recordkeepi... | $2,497 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,224 | $84,236-60.6% | $170,435-80.5% | $70,126-52.6% |
| Participation rate | 70.7% | 70.8%-0.2pp | 83.6%-12.9pp | 69.5%+1.1pp |
| Annual return | 10.98% | 23.06%-12.1pp | 205.94%-195.0pp | 73.15%-62.2pp |
| Employer contribution / active EE | $1,284 | $3,387-62.1% | $5,432-76.4% | $2,343-45.2% |
| Participant deferral / active EE | $1,526 | $3,086-50.6% | $4,939-69.1% | $3,332-54.2% |
| Admin fee / account holder | $13 | $5,698-99.8% | $13,881-99.9% | $4,645-99.7% |