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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... | $1,395 |
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 | $32,865 | $50,637-35.1% | $86,582-62.0% | $62,293-47.2% |
| Participation rate | 97.2% | 67.9%+29.3pp | 73.5%+23.6pp | 69.5%+27.7pp |
| Annual return | 13.61% | 20.80%-7.2pp | 965.08%-951.5pp | 28.90%-15.3pp |
| Employer contribution / active EE | $4,076 | $2,075+96.4% | $2,839+43.6% | $2,042+99.6% |
| Participant deferral / active EE | $1,919 | $2,611-26.5% | $3,609-46.8% | $3,169-39.5% |
| Admin fee / account holder | $7 | $413-98.4% | $4,904-99.9% | $479-98.6% |