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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: MUTUAL OF AMERICAN INVESTMENT CORP Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,353 | $61,391-57.1% | $149,723-82.4% | $71,529-63.2% |
| Participation rate | 36.3% | 62.5%-26.2pp | 78.8%-42.5pp | 67.9%-31.6pp |
| Annual return | 16.77% | 35.88%-19.1pp | 134.50%-117.7pp | 28.97%-12.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $643 | $2,921-78.0% | $5,682-88.7% | $4,291-85.0% |
| Admin fee / account holder | $5 | $1,264-99.6% | $13,215-100.0% | $1,588-99.7% |