Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $10,459 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Participant loan processing; Claims p... | $689 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,645 | $60,139-52.4% | $90,461-68.3% | $79,856-64.1% |
| Participation rate | 69.5% | 65.0%+4.5pp | 72.7%-3.2pp | 69.6%-0.1pp |
| Annual return | 8.59% | 71.96%-63.4pp | 1294.76%-1286.2pp | 31.71%-23.1pp |
| Employer contribution / active EE | $843 | $2,069-59.2% | $3,264-74.2% | $2,471-65.9% |
| Participant deferral / active EE | $1,409 | $2,939-52.1% | $3,964-64.5% | $3,741-62.3% |
| Admin fee / account holder | $49 | $3,978-98.8% | $5,617-99.1% | $5,306-99.1% |