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... | $538 |
Employer 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 | $23,214 | $84,236-72.4% | $170,439-86.4% | $70,124-66.9% |
| Participation rate | 95.6% | 70.8%+24.8pp | 83.6%+12.0pp | 69.5%+26.0pp |
| Annual return | 13.34% | 23.06%-9.7pp | 205.94%-192.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,030 | $3,086-34.2% | $4,939-58.9% | $3,332-39.1% |
| Admin fee / account holder | $5 | $5,698-99.9% | $13,881-100.0% | $4,645-99.9% |