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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... | $1,966 |
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 | $29,786 | $60,165-50.5% | $74,184-59.8% | $55,167-46.0% |
| Participation rate | 89.7% | 74.2%+15.6pp | 76.6%+13.1pp | 69.0%+20.7pp |
| Annual return | 12.31% | 10.00%+2.3pp | 17.74%-5.4pp | 169.23%-156.9pp |
| Employer contribution / active EE | $1,106 | $1,600-30.9% | $2,370-53.3% | $1,963-43.7% |
| Participant deferral / active EE | $2,209 | $2,973-25.7% | $3,550-37.8% | $3,054-27.7% |
| Admin fee / account holder | $9 | $419-97.8% | $5,586-99.8% | $504-98.2% |