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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... | $6,321 |
Employer 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 | $5,380 | $55,453-90.3% | $170,435-96.8% | $62,293-91.4% |
| Participation rate | 91.9% | 66.4%+25.5pp | 83.6%+8.3pp | 69.5%+22.4pp |
| Annual return | 13.27% | 21.38%-8.1pp | 205.94%-192.7pp | 28.90%-15.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $768 | $2,303-66.7% | $4,939-84.5% | $3,169-75.8% |
| Admin fee / account holder | $7 | $455-98.5% | $13,881-99.9% | $479-98.5% |