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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... | $1,303 |
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 | $21,440 | $47,977-55.3% | $154,108-86.1% | $56,289-61.9% |
| Participation rate | 94.8% | 66.2%+28.6pp | 83.0%+11.7pp | 69.9%+24.9pp |
| Annual return | 8.07% | 3.54%+4.5pp | 735.21%-727.1pp | -9.96%+18.0pp |
| Employer contribution / active EE | $1,853 | $2,169-14.5% | $5,298-65.0% | $2,111-12.2% |
| Participant deferral / active EE | $1,573 | $2,392-34.2% | $5,081-69.0% | $3,350-53.0% |
| Admin fee / account holder | $7 | $438-98.5% | $13,411-100.0% | $521-98.8% |