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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUTAL OF AMERICA INVESTMENT CORP Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $60 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,283 | $98,760-31.9% | $149,715-55.1% | $79,858-15.7% |
| Participation rate | 69.8% | 75.8%-6.0pp | 82.5%-12.7pp | 69.6%+0.2pp |
| Annual return | 4.05% | 27.43%-23.4pp | 276.66%-272.6pp | 31.72%-27.7pp |
| Employer contribution / active EE | $2,260 | $3,217-29.7% | $4,645-51.3% | $2,471-8.5% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $53 | $6,053-99.1% | $9,310-99.4% | $5,306-99.0% |