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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 | Claims processing; Account maintenanc... | $1,977 |
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 | $24,939 | $47,977-48.0% | $154,111-83.8% | $56,287-55.7% |
| Participation rate | 85.7% | 66.2%+19.5pp | 83.0%+2.7pp | 69.9%+15.9pp |
| Annual return | -4.15% | 3.54%-7.7pp | 735.18%-739.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $3,179 | $2,169+46.6% | $5,298-40.0% | $2,111+50.6% |
| Participant deferral / active EE | $1,489 | $2,392-37.7% | $5,081-70.7% | $3,350-55.5% |
| Admin fee / account holder | $11 | $438-97.5% | $13,411-99.9% | $521-97.9% |