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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... | $380 |
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 | $35,329 | $43,423-18.6% | $78,676-55.1% | $55,167-36.0% |
| Participation rate | 96.3% | 68.0%+28.2pp | 73.6%+22.7pp | 69.0%+27.3pp |
| Annual return | 9.01% | 11.53%-2.5pp | 62.19%-53.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,074 | $1,997-46.2% | $2,850-62.3% | $1,963-45.3% |
| Participant deferral / active EE | $1,942 | $2,509-22.6% | $3,517-44.8% | $3,054-36.4% |
| Admin fee / account holder | $8 | $416-98.0% | $4,510-99.8% | $504-98.4% |