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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 | Recordkeeping and information managem... | $997 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,170 | $75,832-87.9% | $147,618-93.8% | $59,633-84.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.96% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $550 | $3,485-84.2% | $5,565-90.1% | $2,203-75.0% |
| Participant deferral / active EE | $523 | $3,131-83.3% | $4,895-89.3% | $3,192-83.6% |
| Admin fee / account holder | $6 | $5,986-99.9% | $11,612-100.0% | $4,297-99.9% |