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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... | $406 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,775 | $85,766-61.8% | $136,298-76.0% | $70,126-53.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.50% | 31.46%-20.0pp | 5156.27%-5144.8pp | 73.15%-61.6pp |
| Employer contribution / active EE | $1,515 | $2,966-48.9% | $4,696-67.7% | $2,343-35.3% |
| Participant deferral / active EE | $3,334 | $5,051-34.0% | $6,247-46.6% | $3,332+0.1% |
| Admin fee / account holder | $6,560 | $5,421+21.0% | $9,244-29.0% | $4,645+41.2% |