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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... | $1,352 |
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 | $25,797 | $55,453-53.5% | $170,435-84.9% | $62,293-58.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.75% | 21.38%-6.6pp | 205.94%-191.2pp | 28.90%-14.1pp |
| Employer contribution / active EE | $2,376 | $2,164+9.8% | $5,432-56.3% | $2,042+16.3% |
| Participant deferral / active EE | $3,234 | $2,303+40.5% | $4,939-34.5% | $3,169+2.1% |
| Admin fee / account holder | $7 | $455-98.4% | $13,881-99.9% | $479-98.5% |