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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; Recordke... | $1,389 |
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 | $34,347 | $44,873-23.5% | $79,467-56.8% | $56,289-39.0% |
| Participation rate | 96.4% | 68.7%+27.6pp | 73.3%+23.0pp | 69.9%+26.5pp |
| Annual return | 0.67% | 0.81%-0.1pp | 718.30%-717.6pp | -9.96%+10.6pp |
| Employer contribution / active EE | $3,877 | $2,140+81.2% | $2,800+38.5% | $2,111+83.7% |
| Participant deferral / active EE | $1,824 | $2,746-33.6% | $3,704-50.8% | $3,350-45.6% |
| Admin fee / account holder | $6 | $418-98.5% | $5,104-99.9% | $521-98.8% |