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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 | Participant loan processing; Claims p... | $968 |
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 | $25,664 | $53,128-51.7% | $86,582-70.4% | $70,126-63.4% |
| Participation rate | 91.4% | 65.3%+26.1pp | 73.5%+17.8pp | 69.5%+21.8pp |
| Annual return | 13.07% | 27.66%-14.6pp | 965.08%-952.0pp | 73.15%-60.1pp |
| Employer contribution / active EE | $1,393 | $2,068-32.7% | $2,839-51.0% | $2,343-40.6% |
| Participant deferral / active EE | $1,459 | $2,695-45.9% | $3,609-59.6% | $3,332-56.2% |
| Admin fee / account holder | $63 | $3,584-98.2% | $4,904-98.7% | $4,645-98.6% |