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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... | $1,083 |
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 | $35,027 | $37,117-5.6% | $147,617-76.3% | $55,191-36.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 35.45% | 3.44%+32.0pp | 61.98%-26.5pp | 10.78%+24.7pp |
| Employer contribution / active EE | $2,889 | $1,620+78.3% | $5,564-48.1% | $1,899+52.1% |
| Participant deferral / active EE | $3,963 | $1,985+99.6% | $4,895-19.1% | $3,046+30.1% |
| Admin fee / account holder | $3 | $86-96.1% | $11,612-100.0% | $91-96.4% |