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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUTAL OF AMERICA INVESTMENT CORP Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $17,212 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,020 | $36,002-58.3% | $161,489-90.7% | $64,728-76.8% |
| Participation rate | 100.0% | 57.4%+42.6pp | 78.7%+21.3pp | 57.9%+42.1pp |
| Annual return | 11.57% | 33.93%-22.4pp | 89.72%-78.1pp | 49.38%-37.8pp |
| Employer contribution / active EE | $1,458 | $1,380+5.7% | $4,268-65.8% | $2,243-35.0% |
| Participant deferral / active EE | $1,682 | $1,815-7.3% | $5,630-70.1% | $2,729-38.4% |
| Admin fee / account holder | $14 | $931-98.5% | $16,006-99.9% | $1,145-98.8% |