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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; Recordkeepi... | $950 |
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 | $26,317 | $55,453-52.5% | $170,439-84.6% | $62,293-57.8% |
| Participation rate | 95.3% | 66.4%+29.0pp | 83.6%+11.8pp | 69.5%+25.8pp |
| Annual return | 14.18% | 21.38%-7.2pp | 205.94%-191.8pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,964 | $2,164-9.2% | $5,433-63.9% | $2,042-3.8% |
| Participant deferral / active EE | $1,759 | $2,303-23.6% | $4,939-64.4% | $3,169-44.5% |
| Admin fee / account holder | $7 | $455-98.5% | $13,881-100.0% | $479-98.6% |