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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... | $2,843 |
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 | $21,506 | $75,962-71.7% | $154,108-86.0% | $64,173-66.5% |
| Participation rate | 97.9% | 70.4%+27.5pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -5.72% | 30.32%-36.0pp | 735.21%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,780 | $3,350-46.9% | $5,298-66.4% | $2,381-25.2% |
| Participant deferral / active EE | $3,820 | $3,175+20.3% | $5,081-24.8% | $3,470+10.1% |
| Admin fee / account holder | $14 | $5,589-99.7% | $13,411-99.9% | $4,887-99.7% |