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... | $1,594 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $75 |
Annual investment return 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 | $12,069 | $51,620-76.6% | $90,324-86.6% | $65,186-81.5% |
| Participation rate | 97.1% | 68.6%+28.4pp | 73.3%+23.8pp | 70.2%+26.9pp |
| Annual return | 4.51% | 24.94%-20.4pp | 78.15%-73.6pp | 29.39%-24.9pp |
| Employer contribution / active EE | $605 | $2,235-72.9% | $2,856-78.8% | $2,177-72.2% |
| Participant deferral / active EE | $1,388 | $2,871-51.7% | $3,885-64.3% | $3,514-60.5% |
| Admin fee / account holder | $12 | $384-96.9% | $5,356-99.8% | $847-98.6% |