Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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; Claims proc... | $931 |
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 | $21,000 | $47,977-56.2% | $154,108-86.4% | $56,289-62.7% |
| Participation rate | 90.5% | 66.2%+24.4pp | 83.0%+7.5pp | 69.9%+20.7pp |
| Annual return | -4.83% | 3.54%-8.4pp | 735.21%-740.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,681 | $2,169+23.6% | $5,298-49.4% | $2,111+27.0% |
| Participant deferral / active EE | $1,677 | $2,392-29.9% | $5,081-67.0% | $3,350-49.9% |
| Admin fee / account holder | $5 | $438-98.8% | $13,411-100.0% | $521-99.0% |