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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,178 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVE · NEW YORK, NY 10022 | Recordkeeping | $316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,547 | $46,360-19.0% | $147,617-74.6% | $52,331-28.2% |
| Participation rate | 35.2% | 64.9%-29.7pp | 84.6%-49.4pp | 68.1%-32.9pp |
| Annual return | 1.68% | 1.62%+0.1pp | 61.98%-60.3pp | 4.54%-2.9pp |
| Employer contribution / active EE | $653 | $2,126-69.3% | $5,565-88.3% | $1,882-65.3% |
| Participant deferral / active EE | $874 | $2,258-61.3% | $4,895-82.1% | $3,022-71.1% |
| Admin fee / account holder | $9 | $766-98.8% | $11,611-99.9% | $592-98.4% |