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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; Participant... | $508 |
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 | $25,177 | $48,078-47.6% | $78,676-68.0% | $62,881-60.0% |
| Participation rate | 95.3% | 65.2%+30.1pp | 73.6%+21.7pp | 69.3%+26.0pp |
| Annual return | 17.02% | 31.36%-14.3pp | 62.19%-45.2pp | 20.14%-3.1pp |
| Employer contribution / active EE | $1,607 | $2,015-20.2% | $2,850-43.6% | $2,281-29.6% |
| Participant deferral / active EE | $3,292 | $2,587+27.2% | $3,517-6.4% | $3,203+2.8% |
| Admin fee / account holder | $4 | $3,206-99.9% | $4,510-99.9% | $4,296-99.9% |