Filed July 20, 2021
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 65 320 PARK AVENUE · NEW YORK, NY 10022 | Account Maintenance | $2,715 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,083 | $75,183-75.9% | $123,894-85.4% | $55,167-67.2% |
| Participation rate | 81.4% | 72.8%+8.6pp | 81.4%0pp | 69.0%+12.5pp |
| Annual return | 4.43% | 19.01%-14.6pp | 47.52%-43.1pp | 169.23%-164.8pp |
| Employer contribution / active EE | $1,291 | $2,823-54.3% | $4,617-72.0% | $1,963-34.2% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $14 | $663-97.9% | $8,357-99.8% | $504-97.3% |