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 Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $10,462 |
AMERISERV TRUST & FINANCIAL SERVICE10+ years Service code 21 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Bank Trustee | $3,931 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,773 | $46,688-55.5% | $189,758-89.1% | $69,733-70.2% |
| Participation rate | 99.4% | 61.7%+37.7pp | 79.8%+19.6pp | 62.5%+36.9pp |
| Annual return | 12.68% | 14.35%-1.7pp | 52.62%-39.9pp | 15.22%-2.5pp |
| Employer contribution / active EE | $303 | $1,695-82.1% | $4,767-93.6% | $2,250-86.5% |
| Participant deferral / active EE | $579 | $2,143-73.0% | $5,856-90.1% | $3,054-81.0% |
| Admin fee / account holder | $92 | $1,700-94.6% | $20,388-99.6% | $3,102-97.0% |