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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 | $75,541-76.8% | $152,093-88.5% | $82,637-78.8% |
| Participation rate | 87.1% | 66.5%+20.5pp | 77.8%+9.3pp | 68.1%+19.0pp |
| Annual return | 10.01% | 32.56%-22.5pp | 66.36%-56.3pp | 53.51%-43.5pp |
| Employer contribution / active EE | $1,358 | $2,622-48.2% | $4,175-67.5% | $2,552-46.8% |
| Participant deferral / active EE | $2,386 | $3,206-25.6% | $5,451-56.2% | $4,126-42.2% |
| Admin fee / account holder | $9 | $6,405-99.9% | $14,497-99.9% | $7,339-99.9% |