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 22 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Insurance Broker | $3,380 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,360 | $46,173-86.2% | $170,435-96.3% | $69,631-90.9% |
| Participation rate | 94.9% | 63.9%+31.0pp | 83.6%+11.3pp | 70.7%+24.2pp |
| Annual return | 18.05% | 21.62%-3.6pp | 205.94%-187.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $636 | $1,610-60.5% | $5,432-88.3% | $2,032-68.7% |
| Participant deferral / active EE | $787 | $2,080-62.2% | $4,939-84.1% | $3,224-75.6% |
| Admin fee / account holder | $8 | $116-93.1% | $13,881-99.9% | $110-92.7% |