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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 | Claims processing; Account maintenanc... | $710 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,686 | $55,453-62.7% | $170,435-87.9% | $62,293-66.8% |
| Participation rate | 86.0% | 66.4%+19.6pp | 83.6%+2.4pp | 69.5%+16.4pp |
| Annual return | 112.48% | 21.38%+91.1pp | 205.94%-93.5pp | 28.90%+83.6pp |
| Employer contribution / active EE | $1,124 | $2,164-48.0% | $5,432-79.3% | $2,042-45.0% |
| Participant deferral / active EE | $895 | $2,303-61.1% | $4,939-81.9% | $3,169-71.8% |
| Admin fee / account holder | $3 | $455-99.3% | $13,881-100.0% | $479-99.4% |