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 | Recordkeeping and information managem... | $5,707 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP Service code 15 PO BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $30 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,215 | $41,854-82.8% | $73,836-90.2% | $52,331-86.2% |
| Participation rate | 38.6% | 66.2%-27.6pp | 73.4%-34.8pp | 68.1%-29.5pp |
| Annual return | 1.82% | 2.11%-0.3pp | 2268.06%-2266.2pp | 4.54%-2.7pp |
| Employer contribution / active EE | $152 | $1,920-92.1% | $2,787-94.5% | $1,882-91.9% |
| Participant deferral / active EE | $1,011 | $2,498-59.5% | $3,583-71.8% | $3,022-66.6% |
| Admin fee / account holder | $12 | $493-97.6% | $4,882-99.8% | $592-98.0% |