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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... | $791 |
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 | $18,620 | $55,453-66.4% | $170,436-89.1% | $62,293-70.1% |
| Participation rate | 95.2% | 66.4%+28.9pp | 83.6%+11.6pp | 69.5%+25.7pp |
| Annual return | 21.80% | 21.38%+0.4pp | 205.94%-184.1pp | 28.90%-7.1pp |
| Employer contribution / active EE | $1,108 | $2,164-48.8% | $5,433-79.6% | $2,042-45.7% |
| Participant deferral / active EE | $2,641 | $2,303+14.7% | $4,939-46.5% | $3,169-16.7% |
| Admin fee / account holder | $5 | $455-99.0% | $13,880-100.0% | $479-99.1% |