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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 | Participant loan processing; Claims 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 | $76,407-77.1% | $150,298-88.4% | $82,448-78.8% |
| Participation rate | 87.1% | 66.4%+20.7pp | 77.8%+9.3pp | 68.1%+19.0pp |
| Annual return | 10.01% | 39.99%-30.0pp | 62.79%-52.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,358 | $2,614-48.0% | $4,154-67.3% | $2,551-46.7% |
| Participant deferral / active EE | $2,386 | $3,214-25.8% | $5,453-56.2% | $4,139-42.4% |
| Admin fee / account holder | $9 | $6,352-99.9% | $14,116-99.9% | $7,234-99.9% |