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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 21 320 PARK AVENUE · NEW YORK, NY 10022 | Bank Trustee | $199 |
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 | $23,234 | $45,152-48.5% | $73,836-68.5% | $59,633-61.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -2.08% | 27.40%-29.5pp | 2268.06%-2270.1pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,032 | $2,573-21.0% | $3,583-43.3% | $3,192-36.3% |
| Admin fee / account holder | $3 | $3,515-99.9% | $4,882-99.9% | $4,297-99.9% |