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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; Claims proc... | $218 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,227 | $85,169-82.1% | $172,755-91.2% | $72,983-79.1% |
| Participation rate | 97.0% | 70.1%+26.9pp | 82.6%+14.3pp | 69.5%+27.5pp |
| Annual return | 4.51% | 27.32%-22.8pp | 802.94%-798.4pp | 81.01%-76.5pp |
| Employer contribution / active EE | $1,643 | $3,324-50.6% | $5,144-68.1% | $2,440-32.7% |
| Participant deferral / active EE | $1,989 | $3,260-39.0% | $5,198-61.7% | $3,608-44.9% |
| Admin fee / account holder | $5 | $5,880-99.9% | $13,955-100.0% | $5,124-99.9% |