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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $29,097 |
Filed as: MUTUAL OF AMERICA Service code 15 · EIN 13-1614399 | Recordkeeping | $264 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,658 | $85,171-48.7% | $172,753-74.7% | $72,976-40.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.99% | 27.32%-11.3pp | 803.00%-787.0pp | 81.02%-65.0pp |
| Employer contribution / active EE | $2,188 | $3,324-34.2% | $5,144-57.5% | $2,440-10.3% |
| Participant deferral / active EE | $3,561 | $3,260+9.2% | $5,198-31.5% | $3,608-1.3% |
| Admin fee / account holder | $22 | $5,880-99.6% | $13,956-99.8% | $5,124-99.6% |