Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 · EIN 13-1614399 320 PARK AVE. · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,179 | $60,795-7.6% | $69,483-19.1% | $65,186-13.8% |
| Participation rate | 97.0% | 74.9%+22.2pp | 74.6%+22.4pp | 70.2%+26.8pp |
| Annual return | 1.87% | 17.46%-15.6pp | 28.99%-27.1pp | 29.39%-27.5pp |
| Employer contribution / active EE | $2,776 | $2,452+13.2% | $2,780-0.1% | $2,177+27.5% |
| Participant deferral / active EE | $3,082 | $3,162-2.5% | $3,537-12.9% | $3,514-12.3% |
| Admin fee / account holder | $24 | $314-92.2% | $3,841-99.4% | $847-97.1% |