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 | Claims processing; Participant loan p... | $1,427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $34,319 | $46,173-25.7% | $170,435-79.9% | $69,631-50.7% |
| Participation rate | 37.9% | 63.9%-26.0pp | 83.6%-45.7pp | 70.7%-32.8pp |
| Annual return | 18.10% | 21.62%-3.5pp | 205.94%-187.8pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $751 | $2,080-63.9% | $4,939-84.8% | $3,224-76.7% |
| Admin fee / account holder | $10 | $116-91.4% | $13,881-99.9% | $110-90.9% |