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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; Recordkeepi... | $1,143 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,212 | $55,453-70.8% | $170,435-90.5% | $62,293-74.0% |
| Participation rate | 97.4% | 66.4%+31.1pp | 83.6%+13.8pp | 69.5%+27.9pp |
| Annual return | 10.16% | 21.38%-11.2pp | 205.94%-195.8pp | 28.90%-18.7pp |
| Employer contribution / active EE | $1,579 | $2,164-27.0% | $5,432-70.9% | $2,042-22.7% |
| Participant deferral / active EE | $1,597 | $2,303-30.6% | $4,939-67.7% | $3,169-49.6% |
| Admin fee / account holder | $6 | $455-98.6% | $13,881-100.0% | $479-98.7% |