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... | $1,358 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,275 | $75,962-78.6% | $154,111-89.4% | $64,173-74.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 10.26% | 30.32%-20.1pp | 735.18%-724.9pp | 7.63%+2.6pp |
| Employer contribution / active EE | $764 | $3,350-77.2% | $5,298-85.6% | $2,381-67.9% |
| Participant deferral / active EE | $829 | $3,175-73.9% | $5,081-83.7% | $3,470-76.1% |
| Admin fee / account holder | $8 | $5,589-99.9% | $13,411-99.9% | $4,887-99.8% |