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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... | $1,245 |
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 | $17,676 | $47,977-63.2% | $154,108-88.5% | $56,289-68.6% |
| Participation rate | 98.5% | 66.2%+32.3pp | 83.0%+15.4pp | 69.9%+28.6pp |
| Annual return | -3.99% | 3.54%-7.5pp | 735.21%-739.2pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,611 | $2,169-25.7% | $5,298-69.6% | $2,111-23.7% |
| Participant deferral / active EE | $1,890 | $2,392-21.0% | $5,081-62.8% | $3,350-43.6% |
| Admin fee / account holder | $7 | $438-98.4% | $13,411-99.9% | $521-98.6% |