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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 | Participant loan processing; Recordke... | $2,109 |
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 | $20,360 | $55,453-63.3% | $170,435-88.1% | $62,293-67.3% |
| Participation rate | 75.0% | 66.4%+8.6pp | 83.6%-8.6pp | 69.5%+5.5pp |
| Annual return | 13.01% | 21.38%-8.4pp | 205.94%-192.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $749 | $2,164-65.4% | $5,432-86.2% | $2,042-63.3% |
| Participant deferral / active EE | $1,468 | $2,303-36.3% | $4,939-70.3% | $3,169-53.7% |
| Admin fee / account holder | $36 | $455-92.1% | $13,881-99.7% | $479-92.5% |