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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... | $1,512 |
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 | $7,470 | $37,196-79.9% | $154,108-95.2% | $55,725-86.6% |
| Participation rate | 94.2% | 64.1%+30.1pp | 83.0%+11.2pp | 70.9%+23.3pp |
| Annual return | 13.86% | 1319.68%-1305.8pp | 735.21%-721.3pp | 244.93%-231.1pp |
| Employer contribution / active EE | $261 | $1,614-83.9% | $5,298-95.1% | $2,078-87.5% |
| Participant deferral / active EE | $1,189 | $2,068-42.5% | $5,081-76.6% | $3,356-64.6% |
| Admin fee / account holder | $5 | $102-94.8% | $13,411-100.0% | $115-95.4% |