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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... | $1,839 |
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 | $22,839 | $77,638-70.6% | $156,551-85.4% | $62,881-63.7% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.2pp | 69.3%+24.0pp |
| Annual return | 17.75% | 50.33%-32.6pp | 32.23%-14.5pp | 20.14%-2.4pp |
| Employer contribution / active EE | $826 | $3,444-76.0% | $5,501-85.0% | $2,281-63.8% |
| Participant deferral / active EE | $2,114 | $3,046-30.6% | $4,871-56.6% | $3,203-34.0% |
| Admin fee / account holder | $15 | $5,561-99.7% | $13,028-99.9% | $4,296-99.6% |