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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... | $2,806 |
Participant 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 | $17,890 | $44,873-60.1% | $79,467-77.5% | $56,289-68.2% |
| Participation rate | 99.3% | 68.7%+30.5pp | 73.3%+25.9pp | 69.9%+29.4pp |
| Annual return | 5.52% | 0.81%+4.7pp | 718.30%-712.8pp | -9.96%+15.5pp |
| Employer contribution / active EE | $1,934 | $2,140-9.6% | $2,800-30.9% | $2,111-8.4% |
| Participant deferral / active EE | $708 | $2,746-74.2% | $3,704-80.9% | $3,350-78.9% |
| Admin fee / account holder | $12 | $418-97.1% | $5,104-99.8% | $521-97.7% |