Filed December 17, 2025 (most recent of 2 filings on file)
Total covered: 2 employees
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 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,507 | $43,730+15.5% | $121,220-58.3% | $64,173-21.3% |
| Participation rate | 58.0% | 58.3%-0.4pp | 71.8%-13.8pp | 69.6%-11.6pp |
| Annual return | 17.40% | 68.94%-51.5pp | 16.94%+0.5pp | 7.63%+9.8pp |
| Employer contribution / active EE | $1,173 | $1,297-9.5% | $4,023-70.8% | $2,381-50.7% |
| Participant deferral / active EE | $2,608 | $2,281+14.4% | $3,345-22.0% | $3,470-24.8% |
| Admin fee / account holder | $687 | $3,502-80.4% | $5,021-86.3% | $4,887-86.0% |