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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... | $1,741 |
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 | $8,197 | $62,928-87.0% | $172,753-95.3% | $67,582-87.9% |
| Participation rate | 97.2% | 64.5%+32.8pp | 82.6%+14.6pp | 71.3%+26.0pp |
| Annual return | 7.05% | 30.36%-23.3pp | 803.00%-796.0pp | 378.57%-371.5pp |
| Employer contribution / active EE | $343 | $1,636-79.0% | $5,144-93.3% | $2,148-84.0% |
| Participant deferral / active EE | $1,451 | $2,145-32.4% | $5,198-72.1% | $3,539-59.0% |
| Admin fee / account holder | $5 | $167-96.8% | $13,956-100.0% | $142-96.2% |