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... | $890 |
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 | $24,931 | $46,732-46.7% | $156,551-84.1% | $55,167-54.8% |
| Participation rate | 95.3% | 65.8%+29.5pp | 84.0%+11.3pp | 69.0%+26.3pp |
| Annual return | 12.14% | 17.72%-5.6pp | 32.23%-20.1pp | 169.23%-157.1pp |
| Employer contribution / active EE | $2,056 | $2,105-2.3% | $5,501-62.6% | $1,963+4.8% |
| Participant deferral / active EE | $1,667 | $2,204-24.4% | $4,871-65.8% | $3,054-45.4% |
| Admin fee / account holder | $8 | $418-98.1% | $13,028-99.9% | $504-98.4% |