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... | $1,037 |
Employer 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.
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 | $10,166 | $84,236-87.9% | $170,435-94.0% | $70,126-85.5% |
| Participation rate | 86.4% | 70.8%+15.5pp | 83.6%+2.8pp | 69.5%+16.8pp |
| Annual return | 14.54% | 23.06%-8.5pp | 205.94%-191.4pp | 73.15%-58.6pp |
| Employer contribution / active EE | $246 | $3,387-92.7% | $5,432-95.5% | $2,343-89.5% |
| Participant deferral / active EE | $1,465 | $3,086-52.5% | $4,939-70.3% | $3,332-56.0% |
| Admin fee / account holder | $6 | $5,698-99.9% | $13,881-100.0% | $4,645-99.9% |