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... | $3,291 |
Participant contribution per participant 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 | $12,371 | $43,999-71.9% | $79,467-84.4% | $55,725-77.8% |
| Participation rate | 89.0% | 66.9%+22.0pp | 73.3%+15.6pp | 70.9%+18.1pp |
| Annual return | 14.57% | 1.81%+12.8pp | 718.30%-703.7pp | 244.93%-230.4pp |
| Employer contribution / active EE | $434 | $1,830-76.3% | $2,800-84.5% | $2,078-79.1% |
| Participant deferral / active EE | $601 | $2,538-76.3% | $3,704-83.8% | $3,356-82.1% |
| Admin fee / account holder | $1 | $118-99.5% | $5,104-100.0% | $115-99.5% |