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 |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $2,792 |
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).
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 | $13,169 | $47,977-72.6% | $154,108-91.5% | $56,289-76.6% |
| Participation rate | 91.1% | 66.2%+24.9pp | 83.0%+8.1pp | 69.9%+21.3pp |
| Annual return | -5.46% | 3.54%-9.0pp | 735.21%-740.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $258 | $2,169-88.1% | $5,298-95.1% | $2,111-87.8% |
| Participant deferral / active EE | $978 | $2,392-59.1% | $5,081-80.8% | $3,350-70.8% |
| Admin fee / account holder | $14 | $438-96.9% | $13,411-99.9% | $521-97.4% |