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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA INV CORP Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $1,010 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $125 |
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 | $72,397 | $75,058-3.5% | $152,301-52.5% | $64,340+12.5% |
| Participation rate | 97.5% | 60.9%+36.6pp | 82.4%+15.1pp | 55.2%+42.3pp |
| Annual return | 11.33% | 29.93%-18.6pp | 80.50%-69.2pp | 24.14%-12.8pp |
| Employer contribution / active EE | $2,339 | $2,605-10.2% | $4,624-49.4% | $1,862+25.6% |
| Participant deferral / active EE | $0 | $5,041-100.0% | $8,004-100.0% | $2,980-100.0% |
| Admin fee / account holder | $4 | $4,050-99.9% | $14,398-100.0% | $3,703-99.9% |