Filed March 13, 2026 (most recent of 2 filings on file)
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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 | Recordkeeping and information managem... | $1,001 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,217 | $38,925-50.6% | $73,836-74.0% | $55,191-65.2% |
| Participation rate | 99.3% | 66.0%+33.3pp | 73.4%+25.9pp | 69.2%+30.2pp |
| Annual return | 0.94% | 6.31%-5.4pp | 2268.06%-2267.1pp | 10.78%-9.8pp |
| Employer contribution / active EE | $571 | $1,695-66.3% | $2,787-79.5% | $1,899-69.9% |
| Participant deferral / active EE | $1,087 | $2,351-53.8% | $3,583-69.7% | $3,046-64.3% |
| Admin fee / account holder | $4 | $83-95.0% | $4,882-99.9% | $91-95.5% |