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| Provider | Service type | Compensation |
|---|---|---|
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INS. CO. Service code 12 · EIN 13-1614399 | Account maintenance fees; Participant... | $4,509 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,789 | $55,472+4.2% | $155,567-62.9% | $74,546-22.5% |
| Participation rate | 96.5% | 61.9%+34.6pp | 78.2%+18.3pp | 67.2%+29.3pp |
| Annual return | 10.79% | 268.72%-257.9pp | 64.74%-53.9pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $4,494 | $2,269+98.1% | $4,674-3.9% | $2,624+71.2% |
| Participant deferral / active EE | $3,950 | $2,838+39.2% | $5,628-29.8% | $4,347-9.1% |
| Admin fee / account holder | $19 | $1,743-98.9% | $15,916-99.9% | $1,944-99.0% |