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... | $1,490 |
Annual investment return 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 | $17,183 | $55,453-69.0% | $170,435-89.9% | $62,293-72.4% |
| Participation rate | 91.0% | 66.4%+24.6pp | 83.6%+7.4pp | 69.5%+21.5pp |
| Annual return | 11.11% | 21.38%-10.3pp | 205.94%-194.8pp | 28.90%-17.8pp |
| Employer contribution / active EE | $811 | $2,164-62.5% | $5,432-85.1% | $2,042-60.3% |
| Participant deferral / active EE | $1,208 | $2,303-47.5% | $4,939-75.5% | $3,169-61.9% |
| Admin fee / account holder | $9 | $455-97.9% | $13,881-99.9% | $479-98.0% |