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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... | $1,235 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,043 | $47,977-79.1% | $154,108-93.5% | $56,289-82.2% |
| Participation rate | 87.4% | 66.2%+21.2pp | 83.0%+4.4pp | 69.9%+17.6pp |
| Annual return | 18.11% | 3.54%+14.6pp | 735.21%-717.1pp | -9.96%+28.1pp |
| Employer contribution / active EE | $571 | $2,169-73.7% | $5,298-89.2% | $2,111-73.0% |
| Participant deferral / active EE | $369 | $2,392-84.6% | $5,081-92.7% | $3,350-89.0% |
| Admin fee / account holder | $7 | $438-98.5% | $13,411-99.9% | $521-98.7% |