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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 | Account maintenance fees; Claims proc... | $849 |
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 | $31,893 | $58,888-45.8% | $178,499-82.1% | $73,493-56.6% |
| Participation rate | 84.8% | 66.2%+18.6pp | 81.9%+2.9pp | 70.7%+14.2pp |
| Annual return | 18.46% | 24.86%-6.4pp | 151.10%-132.6pp | 28.51%-10.1pp |
| Employer contribution / active EE | $1,584 | $2,236-29.2% | $5,011-68.4% | $2,270-30.2% |
| Participant deferral / active EE | $1,481 | $2,568-42.3% | $5,202-71.5% | $3,740-60.4% |
| Admin fee / account holder | $274 | $400-31.6% | $13,986-98.0% | $513-46.6% |