Filed June 13, 2022 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,658 |
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 | $19,516 | $46,360-57.9% | $147,617-86.8% | $52,331-62.7% |
| Participation rate | 85.0% | 64.9%+20.0pp | 84.6%+0.3pp | 68.1%+16.9pp |
| Annual return | -0.06% | 1.62%-1.7pp | 61.98%-62.0pp | 4.54%-4.6pp |
| Employer contribution / active EE | $2,655 | $2,126+24.9% | $5,565-52.3% | $1,882+41.1% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $8 | $766-99.0% | $11,611-99.9% | $592-98.7% |