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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Claims processing; Participant loan p... | $6,264 |
Filed as: MUTUAL OF AMERICA INVERSTMENT CORP Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $6,264 |
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 | $23,668 | $50,860-53.5% | $155,574-84.8% | $77,714-69.5% |
| Participation rate | 76.0% | 63.1%+12.8pp | 78.2%-2.3pp | 70.6%+5.4pp |
| Annual return | 11.33% | 34.86%-23.5pp | 64.87%-53.5pp | 31.26%-19.9pp |
| Employer contribution / active EE | $3,350 | $1,991+68.3% | $4,676-28.4% | $2,727+22.8% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $5,629-100.0% | $4,649-100.0% |
| Admin fee / account holder | $9 | $436-98.0% | $15,914-99.9% | $433-98.0% |