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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... | $1,621 |
Participant contribution per participant 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).
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 | $13,787 | $49,177-72.0% | $79,467-82.7% | $64,173-78.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 7.07% | -1.16%+8.2pp | 718.30%-711.2pp | 7.63%-0.6pp |
| Employer contribution / active EE | $1,594 | $2,076-23.2% | $2,800-43.1% | $2,381-33.0% |
| Participant deferral / active EE | $189 | $2,821-93.3% | $3,704-94.9% | $3,470-94.5% |
| Admin fee / account holder | $14 | $3,839-99.6% | $5,104-99.7% | $4,887-99.7% |