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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... | $3,042 |
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 | $13,119 | $37,117-64.7% | $147,618-91.1% | $55,191-76.2% |
| Participation rate | 99.6% | 63.6%+36.0pp | 84.6%+15.0pp | 69.2%+30.5pp |
| Annual return | 0.75% | 3.44%-2.7pp | 61.98%-61.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $974 | $1,620-39.9% | $5,565-82.5% | $1,899-48.7% |
| Participant deferral / active EE | $1,413 | $1,985-28.8% | $4,895-71.1% | $3,046-53.6% |
| Admin fee / account holder | $9 | $86-89.7% | $11,612-99.9% | $91-90.3% |