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 |
|---|---|---|
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INS. CO. Service code 12 · EIN 13-1614399 | Participant loan processing; Recordke... | $4,509 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,789 | $55,446+4.2% | $155,574-62.9% | $74,429-22.4% |
| Participation rate | 96.5% | 61.9%+34.6pp | 78.2%+18.3pp | 67.2%+29.3pp |
| Annual return | 10.79% | 269.20%-258.4pp | 64.87%-54.1pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $4,494 | $2,266+98.3% | $4,676-3.9% | $2,625+71.2% |
| Participant deferral / active EE | $3,950 | $2,836+39.3% | $5,629-29.8% | $4,348-9.2% |
| Admin fee / account holder | $19 | $1,743-98.9% | $15,914-99.9% | $1,944-99.0% |