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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... | $1,391 |
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 | $22,174 | $43,423-48.9% | $78,676-71.8% | $55,167-59.8% |
| Participation rate | 88.5% | 68.0%+20.5pp | 73.6%+14.9pp | 69.0%+19.5pp |
| Annual return | 6.66% | 11.53%-4.9pp | 62.19%-55.5pp | 169.23%-162.6pp |
| Employer contribution / active EE | $925 | $1,997-53.7% | $2,850-67.6% | $1,963-52.9% |
| Participant deferral / active EE | $1,745 | $2,509-30.4% | $3,517-50.4% | $3,054-42.9% |
| Admin fee / account holder | $8 | $416-98.0% | $4,510-99.8% | $504-98.3% |