Filed December 9, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE ISURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $1,780 |
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 | $19,817 | $46,732-57.6% | $156,551-87.3% | $55,167-64.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 8.98% | 17.72%-8.7pp | 32.23%-23.2pp | 169.23%-160.3pp |
| Employer contribution / active EE | $1,967 | $2,105-6.6% | $5,501-64.3% | $1,963+0.2% |
| Participant deferral / active EE | $1,705 | $2,204-22.7% | $4,871-65.0% | $3,054-44.2% |
| Admin fee / account holder | $7 | $418-98.3% | $13,028-99.9% | $504-98.6% |