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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 | Account maintenance fees; Recordkeepi... | $1,005 |
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 | $60,647 | $67,602-10.3% | $82,312-26.3% | $70,126-13.5% |
| Participation rate | 95.8% | 72.8%+23.0pp | 76.9%+18.9pp | 69.5%+26.2pp |
| Annual return | 16.83% | 21.57%-4.7pp | 25.88%-9.0pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,865 | $1,755+6.3% | $2,428-23.2% | $2,343-20.4% |
| Participant deferral / active EE | $3,618 | $2,987+21.1% | $3,706-2.4% | $3,332+8.6% |
| Admin fee / account holder | $3 | $4,512-99.9% | $5,608-99.9% | $4,645-99.9% |