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 Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $12,420 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,708 | $111,491+128.5% | $189,534+34.4% | $86,828+193.3% |
| Participation rate | 99.9% | 87.3%+12.6pp | 87.8%+12.1pp | 72.3%+27.6pp |
| Annual return | 17.06% | 83.50%-66.4pp | 555.39%-538.3pp | 97.95%-80.9pp |
| Employer contribution / active EE | $3,272 | $3,951-17.2% | $6,162-46.9% | $2,406+36.0% |
| Participant deferral / active EE | $10,651 | $6,437+65.5% | $8,220+29.6% | $4,132+157.8% |
| Admin fee / account holder | $0 | $189-100.0% | $12,049-100.0% | $170-100.0% |