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 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $394 |
Service code 12 · EIN 37-0726637 1 HORACE MANN PLAZA · SPRINGFIELD, IL 627150001 | Claims processing; Participant loan p... | $0 |
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 | $11,892 | $55,470-78.6% | $155,556-92.4% | $74,478-84.0% |
| Participation rate | 84.7% | 61.9%+22.7pp | 78.2%+6.4pp | 67.2%+17.4pp |
| Annual return | 8.57% | 269.80%-261.2pp | 64.84%-56.3pp | 1370.56%-1362.0pp |
| Employer contribution / active EE | $749 | $2,267-67.0% | $4,675-84.0% | $2,626-71.5% |
| Participant deferral / active EE | $906 | $2,838-68.1% | $5,631-83.9% | $4,350-79.2% |
| Admin fee / account holder | $9 | $1,744-99.5% | $15,885-99.9% | $1,946-99.6% |