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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 | Account maintenance fees; Recordkeepi... | $2,023 |
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 | $39,253 | $64,909-39.5% | $82,313-52.3% | $62,293-37.0% |
| Participation rate | 93.3% | 74.9%+18.5pp | 76.9%+16.4pp | 69.5%+23.8pp |
| Annual return | 23.85% | 21.18%+2.7pp | 25.88%-2.0pp | 28.90%-5.0pp |
| Employer contribution / active EE | $1,131 | $1,676-32.5% | $2,428-53.4% | $2,042-44.6% |
| Participant deferral / active EE | $2,681 | $3,103-13.6% | $3,706-27.7% | $3,169-15.4% |
| Admin fee / account holder | $10 | $440-97.7% | $5,608-99.8% | $479-97.9% |