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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... | $1,029 |
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).
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 | $5,953 | $46,173-87.1% | $170,435-96.5% | $69,631-91.5% |
| Participation rate | 95.3% | 63.9%+31.4pp | 83.6%+11.7pp | 70.7%+24.6pp |
| Annual return | 23.39% | 21.62%+1.8pp | 205.94%-182.5pp | 27571.02%-27547.6pp |
| Employer contribution / active EE | $316 | $1,610-80.4% | $5,432-94.2% | $2,032-84.5% |
| Participant deferral / active EE | $877 | $2,080-57.9% | $4,939-82.2% | $3,224-72.8% |
| Admin fee / account holder | $4 | $116-96.8% | $13,881-100.0% | $110-96.6% |