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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; Claims proc... | $1,457 |
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 | $27,359 | $49,177-44.4% | $79,467-65.6% | $64,173-57.4% |
| Participation rate | 73.1% | 65.0%+8.0pp | 73.3%-0.3pp | 69.6%+3.5pp |
| Annual return | -7.76% | -1.16%-6.6pp | 718.30%-726.1pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,555 | $2,076-25.1% | $2,800-44.5% | $2,381-34.7% |
| Participant deferral / active EE | $126 | $2,821-95.5% | $3,704-96.6% | $3,470-96.4% |
| Admin fee / account holder | $15 | $3,839-99.6% | $5,104-99.7% | $4,887-99.7% |