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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $669 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE Service code 99 320 PARK AVENUE · NEW YORK, NY 10022 | Other Fees | $206 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,910 | $84,233-76.4% | $170,442-88.3% | $70,131-71.6% |
| Participation rate | 78.7% | 70.8%+7.8pp | 83.6%-4.9pp | 69.5%+9.1pp |
| Annual return | 16.79% | 23.06%-6.3pp | 205.93%-189.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,535 | $3,387-54.7% | $5,433-71.7% | $2,342-34.5% |
| Participant deferral / active EE | $2,369 | $3,086-23.2% | $4,939-52.0% | $3,332-28.9% |
| Admin fee / account holder | $6 | $5,698-99.9% | $13,880-100.0% | $4,645-99.9% |