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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 ... | $1,236 |
Employer contribution per participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,764 | $77,638-39.8% | $156,551-70.1% | $62,881-25.6% |
| Participation rate | 98.6% | 71.2%+27.4pp | 84.0%+14.6pp | 69.3%+29.3pp |
| Annual return | 9.06% | 50.33%-41.3pp | 32.23%-23.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,167 | $3,046+36.8% | $4,871-14.5% | $3,203+30.1% |
| Admin fee / account holder | $12 | $5,561-99.8% | $13,028-99.9% | $4,296-99.7% |