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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) | $2,975 |
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 | $15,106 | $58,888-74.3% | $178,499-91.5% | $73,493-79.4% |
| Participation rate | 97.1% | 66.2%+30.8pp | 81.9%+15.2pp | 70.7%+26.4pp |
| Annual return | 11.57% | 24.86%-13.3pp | 151.10%-139.5pp | 28.51%-16.9pp |
| Employer contribution / active EE | $1,517 | $2,236-32.1% | $5,011-69.7% | $2,270-33.2% |
| Participant deferral / active EE | $1,022 | $2,568-60.2% | $5,202-80.3% | $3,740-72.7% |
| Admin fee / account holder | $15 | $400-96.2% | $13,986-99.9% | $513-97.1% |