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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 | Claims processing; Account maintenanc... | $807 |
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 | $34,466 | $84,236-59.1% | $170,435-79.8% | $70,126-50.9% |
| Participation rate | 83.9% | 70.8%+13.1pp | 83.6%+0.3pp | 69.5%+14.4pp |
| Annual return | 23.06% | 23.06%0pp | 205.94%-182.9pp | 73.15%-50.1pp |
| Employer contribution / active EE | $2,965 | $3,387-12.5% | $5,432-45.4% | $2,343+26.6% |
| Participant deferral / active EE | $1,902 | $3,086-38.3% | $4,939-61.5% | $3,332-42.9% |
| Admin fee / account holder | $8 | $5,698-99.9% | $13,881-99.9% | $4,645-99.8% |