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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 | Claims processing; Account maintenanc... | $416 |
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 | $13,862 | $55,453-75.0% | $170,435-91.9% | $62,293-77.7% |
| Participation rate | 86.4% | 66.4%+20.0pp | 83.6%+2.8pp | 69.5%+16.9pp |
| Annual return | 13.75% | 21.38%-7.6pp | 205.94%-192.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $455 | $2,164-79.0% | $5,432-91.6% | $2,042-77.7% |
| Participant deferral / active EE | $624 | $2,303-72.9% | $4,939-87.4% | $3,169-80.3% |
| Admin fee / account holder | $296 | $455-34.9% | $13,881-97.9% | $479-38.2% |