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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 | $441 |
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 | $32,284 | $53,128-39.2% | $86,582-62.7% | $70,126-54.0% |
| Participation rate | 96.4% | 65.3%+31.1pp | 73.5%+22.8pp | 69.5%+26.8pp |
| Annual return | 17.40% | 27.66%-10.3pp | 965.08%-947.7pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,108 | $2,695-21.8% | $3,609-41.6% | $3,332-36.7% |
| Admin fee / account holder | $7 | $3,584-99.8% | $4,904-99.9% | $4,645-99.8% |