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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 | $36,904-59.3% | $158,223-90.5% | $65,191-77.0% |
| Participation rate | 100.0% | 62.1%+37.9pp | 79.2%+20.8pp | 63.0%+37.0pp |
| Annual return | 11.57% | 24.43%-12.9pp | 52.09%-40.5pp | 51.24%-39.7pp |
| Employer contribution / active EE | $1,458 | $1,489-2.1% | $4,109-64.5% | $2,400-39.3% |
| Participant deferral / active EE | $1,682 | $1,936-13.1% | $5,467-69.2% | $2,671-37.0% |
| Admin fee / account holder | $14 | $793-98.3% | $16,047-99.9% | $907-98.5% |