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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... | $1,204 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,254 | $38,969-71.1% | $109,313-89.7% | $55,167-79.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.3%+28.7pp | 69.0%+31.0pp |
| Annual return | 9.01% | 8.26%+0.8pp | 22.07%-13.1pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,129 | $1,227-8.0% | $3,892-71.0% | $1,963-42.5% |
| Participant deferral / active EE | $1,449 | $2,176-33.4% | $3,166-54.2% | $3,054-52.6% |
| Admin fee / account holder | $4 | $501-99.1% | $5,666-99.9% | $504-99.1% |