Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 | Other Fees | $4,204 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,697 | $55,453-66.3% | $170,435-89.0% | $62,293-70.0% |
| Participation rate | 65.2% | 66.4%-1.2pp | 83.6%-18.4pp | 69.5%-4.3pp |
| Annual return | 11.16% | 21.38%-10.2pp | 205.94%-194.8pp | 28.90%-17.7pp |
| Employer contribution / active EE | $380 | $2,164-82.5% | $5,432-93.0% | $2,042-81.4% |
| Participant deferral / active EE | $1,717 | $2,303-25.4% | $4,939-65.2% | $3,169-45.8% |
| Admin fee / account holder | $10 | $455-97.9% | $13,881-99.9% | $479-98.0% |