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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 | Account maintenance fees; Recordkeepi... | $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 | $78,690-77.8% | $161,489-89.2% | $87,485-80.0% |
| Participation rate | 87.1% | 67.5%+19.6pp | 78.7%+8.4pp | 68.9%+18.1pp |
| Annual return | 10.01% | 32.74%-22.7pp | 89.72%-79.7pp | 26.06%-16.0pp |
| Employer contribution / active EE | $1,358 | $2,588-47.5% | $4,268-68.2% | $2,596-47.7% |
| Participant deferral / active EE | $2,386 | $3,311-27.9% | $5,630-57.6% | $4,274-44.2% |
| Admin fee / account holder | $9 | $6,724-99.9% | $16,006-99.9% | $7,775-99.9% |