Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,062 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $69 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,365 | $60,504+26.2% | $81,882-6.7% | $74,478+2.5% |
| Participation rate | 95.1% | 62.9%+32.2pp | 72.4%+22.7pp | 67.2%+27.9pp |
| Annual return | 14.28% | 16.91%-2.6pp | 779.47%-765.2pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $4,846 | $2,627+84.5% | $2,916+66.2% | $2,626+84.5% |
| Participant deferral / active EE | $10,376 | $3,400+205.2% | $4,323+140.0% | $4,350+138.5% |
| Admin fee / account holder | $70 | $1,492-95.3% | $7,360-99.1% | $1,946-96.4% |