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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... | $975 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,421 | $77,638-53.1% | $156,551-76.7% | $62,881-42.1% |
| Participation rate | 66.7% | 71.2%-4.5pp | 84.0%-17.3pp | 69.3%-2.6pp |
| Annual return | 9.98% | 50.33%-40.3pp | 32.23%-22.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,526 | $3,444-55.7% | $5,501-72.3% | $2,281-33.1% |
| Participant deferral / active EE | $2,343 | $3,046-23.1% | $4,871-51.9% | $3,203-26.9% |
| Admin fee / account holder | $66 | $5,561-98.8% | $13,028-99.5% | $4,296-98.5% |