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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... | $3,866 |
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 | $15,848 | $36,916-57.1% | $156,551-89.9% | $57,658-72.5% |
| Participation rate | 87.4% | 63.4%+23.9pp | 84.0%+3.4pp | 70.2%+17.2pp |
| Annual return | 9.80% | 12.38%-2.6pp | 32.23%-22.4pp | 5.13%+4.7pp |
| Employer contribution / active EE | $949 | $1,571-39.6% | $5,501-82.7% | $1,974-51.9% |
| Participant deferral / active EE | $1,397 | $1,926-27.5% | $4,871-71.3% | $3,061-54.4% |
| Admin fee / account holder | $11 | $82-86.3% | $13,028-99.9% | $95-88.1% |