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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 | Recordkeeping and information managem... | $1,164 |
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).
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 | $51,533 | $49,177+4.8% | $79,466-35.2% | $64,173-19.7% |
| Participation rate | 97.6% | 65.0%+32.6pp | 73.3%+24.3pp | 69.6%+28.0pp |
| Annual return | -7.56% | -1.16%-6.4pp | 718.28%-725.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,892 | $2,821+73.4% | $3,704+32.1% | $3,470+41.0% |
| Admin fee / account holder | $10 | $3,839-99.7% | $5,104-99.8% | $4,887-99.8% |