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 | Account maintenance fees; Participant... | $3,074 |
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 | $20,389 | $39,859-48.8% | $78,676-74.1% | $57,658-64.6% |
| Participation rate | 90.1% | 66.1%+24.0pp | 73.6%+16.5pp | 70.2%+19.8pp |
| Annual return | 7.83% | 18.96%-11.1pp | 62.19%-54.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $555 | $1,786-68.9% | $2,850-80.5% | $1,974-71.9% |
| Participant deferral / active EE | $1,072 | $2,248-52.3% | $3,517-69.5% | $3,061-65.0% |
| Admin fee / account holder | $9 | $76-88.4% | $4,510-99.8% | $95-90.7% |