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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... | $1,892 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,408 | $55,453-70.4% | $170,435-90.4% | $62,293-73.7% |
| Participation rate | 96.0% | 66.4%+29.6pp | 83.6%+12.4pp | 69.5%+26.4pp |
| Annual return | 16.93% | 21.38%-4.4pp | 205.94%-189.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $592 | $2,164-72.7% | $5,432-89.1% | $2,042-71.0% |
| Participant deferral / active EE | $1,200 | $2,303-47.9% | $4,939-75.7% | $3,169-62.1% |
| Admin fee / account holder | $7 | $455-98.5% | $13,881-100.0% | $479-98.6% |