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 37 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Loan Processing | $2,881 |
Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 021093605 | Loan Processing | $2,654 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,374 | $50,637-63.7% | $86,582-78.8% | $62,293-70.5% |
| Participation rate | 97.5% | 67.9%+29.6pp | 73.5%+23.9pp | 69.5%+27.9pp |
| Annual return | 17.35% | 20.80%-3.5pp | 965.08%-947.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,413 | $2,075-31.9% | $2,839-50.2% | $2,042-30.8% |
| Participant deferral / active EE | $688 | $2,611-73.6% | $3,609-80.9% | $3,169-78.3% |
| Admin fee / account holder | $17 | $413-95.9% | $4,904-99.7% | $479-96.5% |