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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... | $513 |
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 | $20,173 | $55,453-63.6% | $170,439-88.2% | $62,293-67.6% |
| Participation rate | 71.1% | 66.4%+4.7pp | 83.6%-12.5pp | 69.5%+1.6pp |
| Annual return | 20.44% | 21.38%-0.9pp | 205.94%-185.5pp | 28.90%-8.5pp |
| Employer contribution / active EE | $1,516 | $2,164-30.0% | $5,433-72.1% | $2,042-25.8% |
| Participant deferral / active EE | $2,349 | $2,303+2.0% | $4,939-52.4% | $3,169-25.9% |
| Admin fee / account holder | $4 | $455-99.2% | $13,881-100.0% | $479-99.3% |