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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA INVESTMENT CORP. Service code 12 320 PARK AVENUE · NEW YOUK, NY 10022 | Recordkeeping and information managem... | $24 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $467,799 | $61,391+662.0% | $149,723+212.4% | $71,529+554.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 78.8%-78.8pp | 67.9%-67.9pp |
| Annual return | 13.68% | 35.88%-22.2pp | 134.50%-120.8pp | 28.97%-15.3pp |
| Employer contribution / active EE | $1,651 | $2,384-30.7% | $4,821-65.8% | $2,590-36.2% |
| Participant deferral / active EE | $1,205 | $2,921-58.7% | $5,682-78.8% | $4,291-71.9% |
| Admin fee / account holder | $44 | $1,264-96.5% | $13,215-99.7% | $1,588-97.2% |