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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA INVESTMENT CORP. Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $2,462 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,492 | $86,050-79.7% | $189,758-90.8% | $94,015-81.4% |
| Participation rate | 87.1% | 68.9%+18.2pp | 79.8%+7.3pp | 70.8%+16.2pp |
| Annual return | 10.01% | 17.77%-7.8pp | 52.62%-42.6pp | 17.84%-7.8pp |
| Employer contribution / active EE | $1,358 | $2,819-51.8% | $4,767-71.5% | $2,790-51.3% |
| Participant deferral / active EE | $2,386 | $3,349-28.8% | $5,856-59.3% | $4,249-43.9% |
| Admin fee / account holder | $9 | $6,627-99.9% | $20,388-100.0% | $8,951-99.9% |