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 | Account maintenance fees; Recordkeepi... | $1,558 |
Participant 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.
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 | $11,235 | $47,977-76.6% | $154,114-92.7% | $56,287-80.0% |
| Participation rate | 78.9% | 66.2%+12.8pp | 83.0%-4.1pp | 69.9%+9.1pp |
| Annual return | 23.88% | 3.54%+20.3pp | 735.16%-711.3pp | -9.96%+33.8pp |
| Employer contribution / active EE | $314 | $2,169-85.5% | $5,298-94.1% | $2,111-85.1% |
| Participant deferral / active EE | $326 | $2,392-86.4% | $5,081-93.6% | $3,350-90.3% |
| Admin fee / account holder | $11 | $438-97.4% | $13,411-99.9% | $521-97.8% |