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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... | $427 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,927 | $80,753+27.5% | $136,294-24.5% | $62,292+65.2% |
| Participation rate | 90.3% | 73.5%+16.7pp | 81.9%+8.3pp | 69.5%+20.8pp |
| Annual return | 13.21% | 35.83%-22.6pp | 5155.94%-5142.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $2,180 | $2,884-24.4% | $4,695-53.6% | $2,042+6.7% |
| Participant deferral / active EE | $3,962 | $5,164-23.3% | $6,247-36.6% | $3,169+25.0% |
| Admin fee / account holder | $2 | $525-99.6% | $9,243-100.0% | $479-99.6% |