Filed January 19, 2024
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 |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $83 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,720 | $80,354+87.6% | $133,975+12.5% | $63,975+135.6% |
| Participation rate | 98.2% | 87.5%+10.7pp | 87.1%+11.1pp | 71.1%+27.0pp |
| Annual return | 9.24% | 13.11%-3.9pp | 29.29%-20.1pp | 48.65%-39.4pp |
| Employer contribution / active EE | $2,638 | $3,503-24.7% | $5,211-49.4% | $2,182+20.9% |
| Participant deferral / active EE | $8,143 | $5,239+55.4% | $6,282+29.6% | $3,356+142.6% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |