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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 26 320 PARK AVENUE · NEW YORK, NY 10022 | Advisory (Participants) | $3,476 |
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).
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 | $13,352 | $52,961-74.8% | $172,755-92.3% | $65,185-79.5% |
| Participation rate | 92.9% | 66.2%+26.7pp | 82.6%+10.3pp | 70.2%+22.7pp |
| Annual return | 0.17% | 30.12%-30.0pp | 802.94%-802.8pp | 29.38%-29.2pp |
| Employer contribution / active EE | $1,507 | $2,190-31.2% | $5,144-70.7% | $2,177-30.8% |
| Participant deferral / active EE | $926 | $2,471-62.5% | $5,198-82.2% | $3,514-73.7% |
| Admin fee / account holder | $21 | $472-95.5% | $13,955-99.8% | $847-97.5% |