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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... | $541 |
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 | $5,464 | $47,977-88.6% | $154,111-96.5% | $56,287-90.3% |
| Participation rate | 95.3% | 66.2%+29.2pp | 83.0%+12.3pp | 69.9%+25.5pp |
| Annual return | 51.36% | 3.54%+47.8pp | 735.18%-683.8pp | -9.96%+61.3pp |
| Employer contribution / active EE | $523 | $2,169-75.9% | $5,298-90.1% | $2,111-75.2% |
| Participant deferral / active EE | $825 | $2,392-65.5% | $5,081-83.8% | $3,350-75.4% |
| Admin fee / account holder | $10 | $438-97.8% | $13,411-99.9% | $521-98.2% |