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 | Account maintenance fees; Claims proc... | $1,236 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,187 | $53,128-31.9% | $86,582-58.2% | $70,126-48.4% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.3pp | 69.5%+28.4pp |
| Annual return | 30.85% | 27.66%+3.2pp | 965.08%-934.2pp | 73.15%-42.3pp |
| Employer contribution / active EE | $2,205 | $2,068+6.6% | $2,839-22.4% | $2,343-5.9% |
| Participant deferral / active EE | $3,781 | $2,695+40.3% | $3,609+4.8% | $3,332+13.5% |
| Admin fee / account holder | $8 | $3,584-99.8% | $4,904-99.8% | $4,645-99.8% |