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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $770 |
Annual investment return 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 | $1,157 | $23,224-95.0% | $71,089-98.4% | $55,725-97.9% |
| Participation rate | 82.3% | 37.9%+44.4pp | 54.6%+27.6pp | 70.9%+11.4pp |
| Annual return | -20.61% | -2.87%-17.7pp | 650.65%-671.3pp | 244.93%-265.5pp |
| Employer contribution / active EE | $284 | $436-34.9% | $1,088-73.9% | $2,078-86.3% |
| Participant deferral / active EE | $458 | $929-50.6% | $1,873-75.5% | $3,356-86.3% |
| Admin fee / account holder | $2 | $118-97.9% | $3,082-99.9% | $115-97.9% |