Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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... | $2,505 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,728 | $59,186+17.8% | $76,768-9.2% | $56,287+23.9% |
| Participation rate | 90.4% | 75.2%+15.2pp | 77.0%+13.4pp | 69.9%+20.5pp |
| Annual return | 15.05% | 6.62%+8.4pp | 2.43%+12.6pp | -9.96%+25.0pp |
| Employer contribution / active EE | $2,213 | $1,759+25.8% | $2,485-11.0% | $2,111+4.8% |
| Participant deferral / active EE | $4,579 | $3,255+40.7% | $3,852+18.9% | $3,350+36.7% |
| Admin fee / account holder | $4 | $489-99.3% | $6,675-99.9% | $521-99.3% |