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 | Recordkeeping and information managem... | $1,273 |
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).
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 | $22,605 | $52,967-57.3% | $172,753-86.9% | $65,186-65.3% |
| Participation rate | 92.7% | 66.2%+26.5pp | 82.6%+10.0pp | 70.2%+22.5pp |
| Annual return | 0.68% | 30.12%-29.4pp | 803.00%-802.3pp | 29.39%-28.7pp |
| Employer contribution / active EE | $1,180 | $2,190-46.1% | $5,144-77.1% | $2,177-45.8% |
| Participant deferral / active EE | $1,243 | $2,471-49.7% | $5,198-76.1% | $3,514-64.6% |
| Admin fee / account holder | $10 | $472-97.8% | $13,956-99.9% | $847-98.8% |