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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... | $0 |
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 | $14,637 | $44,873-67.4% | $79,467-81.6% | $56,289-74.0% |
| Participation rate | 92.8% | 68.7%+24.1pp | 73.3%+19.5pp | 69.9%+22.9pp |
| Annual return | 6.66% | 0.81%+5.8pp | 718.30%-711.6pp | -9.96%+16.6pp |
| Employer contribution / active EE | $1,098 | $2,140-48.7% | $2,800-60.8% | $2,111-48.0% |
| Participant deferral / active EE | $1,770 | $2,746-35.6% | $3,704-52.2% | $3,350-47.2% |
| Admin fee / account holder | $0 | $418-100.0% | $5,104-100.0% | $521-100.0% |