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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; Claims proc... | $2,498 |
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 | $17,263 | $43,423-60.2% | $78,676-78.1% | $55,167-68.7% |
| Participation rate | 98.9% | 68.0%+30.9pp | 73.6%+25.4pp | 69.0%+30.0pp |
| Annual return | 9.66% | 11.53%-1.9pp | 62.19%-52.5pp | 169.23%-159.6pp |
| Employer contribution / active EE | $800 | $1,997-59.9% | $2,850-71.9% | $1,963-59.2% |
| Participant deferral / active EE | $1,190 | $2,509-52.6% | $3,517-66.2% | $3,054-61.0% |
| Admin fee / account holder | $10 | $416-97.6% | $4,510-99.8% | $504-98.1% |