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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... | $2,060 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,261 | $55,453-54.4% | $170,435-85.2% | $62,293-59.4% |
| Participation rate | 90.3% | 66.4%+24.0pp | 83.6%+6.7pp | 69.5%+20.8pp |
| Annual return | 11.17% | 21.38%-10.2pp | 205.94%-194.8pp | 28.90%-17.7pp |
| Employer contribution / active EE | $3,291 | $2,164+52.1% | $5,432-39.4% | $2,042+61.1% |
| Participant deferral / active EE | $1,531 | $2,303-33.5% | $4,939-69.0% | $3,169-51.7% |
| Admin fee / account holder | $11 | $455-97.6% | $13,881-99.9% | $479-97.7% |