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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... | $1,676 |
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).
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 | $23,116 | $52,967-56.4% | $172,753-86.6% | $65,186-64.5% |
| Participation rate | 98.2% | 66.2%+32.0pp | 82.6%+15.5pp | 70.2%+28.0pp |
| Annual return | 5.93% | 30.12%-24.2pp | 803.00%-797.1pp | 29.39%-23.5pp |
| Employer contribution / active EE | $2,090 | $2,190-4.6% | $5,144-59.4% | $2,177-4.0% |
| Participant deferral / active EE | $1,680 | $2,471-32.0% | $5,198-67.7% | $3,514-52.2% |
| Admin fee / account holder | $8 | $472-98.4% | $13,956-99.9% | $847-99.1% |