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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; Recordke... | $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 | $76,642-5.5% | $146,866-50.7% | $65,306+10.9% |
| Participation rate | 97.5% | 61.2%+36.3pp | 82.5%+15.0pp | 57.7%+39.9pp |
| Annual return | 11.33% | 33.40%-22.1pp | 102.85%-91.5pp | 21.94%-10.6pp |
| Employer contribution / active EE | $2,339 | $2,621-10.7% | $4,425-47.1% | $1,967+18.9% |
| Participant deferral / active EE | $0 | $4,864-100.0% | $7,759-100.0% | $2,959-100.0% |
| Admin fee / account holder | $4 | $3,960-99.9% | $13,620-100.0% | $3,480-99.9% |