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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... | $3,965 |
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 | $16,255 | $37,196-56.3% | $154,114-89.5% | $55,725-70.8% |
| Participation rate | 95.3% | 64.1%+31.2pp | 83.0%+12.2pp | 70.9%+24.4pp |
| Annual return | -4.03% | 1319.68%-1323.7pp | 735.16%-739.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $853 | $1,614-47.2% | $5,298-83.9% | $2,078-59.0% |
| Participant deferral / active EE | $1,446 | $2,068-30.1% | $5,081-71.5% | $3,356-56.9% |
| Admin fee / account holder | $10 | $102-90.5% | $13,411-99.9% | $115-91.6% |