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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 | Participant loan processing; Claims 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 | $88,360-18.1% | $145,433-50.2% | $67,986+6.5% |
| Participation rate | 97.5% | 65.5%+32.1pp | 82.1%+15.4pp | 57.2%+40.3pp |
| Annual return | 11.33% | 63.15%-51.8pp | 66.58%-55.2pp | 31.67%-20.3pp |
| Employer contribution / active EE | $2,339 | $3,054-23.4% | $4,554-48.6% | $2,019+15.9% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $4 | $3,313-99.9% | $13,129-100.0% | $3,203-99.9% |