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 | Claims processing; Recordkeeping and ... | $597 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,247 | $55,453-63.5% | $170,435-88.1% | $62,293-67.5% |
| Participation rate | 93.3% | 66.4%+27.0pp | 83.6%+9.7pp | 69.5%+23.8pp |
| Annual return | 22.45% | 21.38%+1.1pp | 205.94%-183.5pp | 28.90%-6.4pp |
| Employer contribution / active EE | $987 | $2,164-54.4% | $5,432-81.8% | $2,042-51.7% |
| Participant deferral / active EE | $1,893 | $2,303-17.8% | $4,939-61.7% | $3,169-40.3% |
| Admin fee / account holder | $70 | $455-84.6% | $13,881-99.5% | $479-85.4% |