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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 | $396 |
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 | $28,731 | $48,078-40.2% | $78,676-63.5% | $62,881-54.3% |
| Participation rate | 96.2% | 65.2%+31.0pp | 73.6%+22.7pp | 69.3%+26.9pp |
| Annual return | 10.02% | 31.36%-21.3pp | 62.19%-52.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,151 | $2,587-16.9% | $3,517-38.8% | $3,203-32.9% |
| Admin fee / account holder | $7 | $3,206-99.8% | $4,510-99.8% | $4,296-99.8% |