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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 | Recordkeeping and information managem... | $330 |
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 | $15,421 | $61,338-74.9% | $149,717-89.7% | $71,495-78.4% |
| Participation rate | 85.5% | 62.5%+23.0pp | 78.8%+6.7pp | 67.9%+17.6pp |
| Annual return | 11.86% | 35.86%-24.0pp | 134.41%-122.5pp | 28.85%-17.0pp |
| Employer contribution / active EE | $680 | $2,381-71.4% | $4,820-85.9% | $2,589-73.7% |
| Participant deferral / active EE | $1,312 | $2,919-55.1% | $5,682-76.9% | $4,291-69.4% |
| Admin fee / account holder | $3 | $1,263-99.7% | $13,213-100.0% | $1,588-99.8% |