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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 | Claims processing; Recordkeeping and ... | $10,624 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,836 | $62,292-79.4% | $56,429-77.3% | $62,292-79.4% |
| Participation rate | 91.7% | 69.5%+22.2pp | 80.0%+11.6pp | 69.5%+22.2pp |
| Annual return | 12.85% | 28.90%-16.0pp | 19.04%-6.2pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,313 | $2,042-35.7% | $3,405-61.4% | $2,042-35.7% |
| Participant deferral / active EE | $1,692 | $3,169-46.6% | $3,951-57.2% | $3,169-46.6% |
| Admin fee / account holder | $107 | $479-77.8% | $4,466-97.6% | $479-77.8% |