Filed July 19, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $888 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE Service code 99 320 PARK AVENUE · NEW YORK, NY 10022 | Other Fees | $193 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,061 | $77,638-76.7% | $156,551-88.5% | $62,881-71.3% |
| Participation rate | 84.9% | 71.2%+13.7pp | 84.0%+0.9pp | 69.3%+15.6pp |
| Annual return | 7.76% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,498 | $3,444-56.5% | $5,501-72.8% | $2,281-34.3% |
| Participant deferral / active EE | $2,125 | $3,046-30.2% | $4,871-56.4% | $3,203-33.6% |
| Admin fee / account holder | $8 | $5,561-99.9% | $13,028-99.9% | $4,296-99.8% |