Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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... | $1,145 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,165 | $84,236-79.6% | $170,435-89.9% | $70,126-75.5% |
| Participation rate | 78.6% | 70.8%+7.7pp | 83.6%-5.0pp | 69.5%+9.0pp |
| Annual return | 14.85% | 23.06%-8.2pp | 205.94%-191.1pp | 73.15%-58.3pp |
| Employer contribution / active EE | $370 | $3,387-89.1% | $5,432-93.2% | $2,343-84.2% |
| Participant deferral / active EE | $2,019 | $3,086-34.6% | $4,939-59.1% | $3,332-39.4% |
| Admin fee / account holder | $11 | $5,698-99.8% | $13,881-99.9% | $4,645-99.8% |