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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 | Participant loan processing; Claims p... | $2,768 |
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 | $30,709 | $43,423-29.3% | $78,676-61.0% | $55,167-44.3% |
| Participation rate | 96.3% | 68.0%+28.3pp | 73.6%+22.8pp | 69.0%+27.3pp |
| Annual return | 14.30% | 11.53%+2.8pp | 62.19%-47.9pp | 169.23%-154.9pp |
| Employer contribution / active EE | $4,006 | $1,997+100.6% | $2,850+40.5% | $1,963+104.1% |
| Participant deferral / active EE | $1,657 | $2,509-34.0% | $3,517-52.9% | $3,054-45.8% |
| Admin fee / account holder | $8 | $416-98.2% | $4,510-99.8% | $504-98.5% |