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 | Claims processing; Recordkeeping and ... | $2,354 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,674 | $46,732-27.9% | $156,551-78.5% | $55,167-39.0% |
| Participation rate | 93.1% | 65.8%+27.3pp | 84.0%+9.1pp | 69.0%+24.1pp |
| Annual return | 10.11% | 17.72%-7.6pp | 32.23%-22.1pp | 169.23%-159.1pp |
| Employer contribution / active EE | $1,460 | $2,105-30.6% | $5,501-73.5% | $1,963-25.6% |
| Participant deferral / active EE | $2,339 | $2,204+6.1% | $4,871-52.0% | $3,054-23.4% |
| Admin fee / account holder | $13 | $418-96.9% | $13,028-99.9% | $504-97.4% |