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| Provider | Service type | Compensation |
|---|---|---|
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $9,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,291 | $50,860-18.8% | $155,574-73.5% | $77,714-46.9% |
| Participation rate | 63.6% | 63.1%+0.5pp | 78.2%-14.6pp | 70.6%-7.0pp |
| Annual return | 13.65% | 34.86%-21.2pp | 64.87%-51.2pp | 31.26%-17.6pp |
| Employer contribution / active EE | $1,499 | $1,991-24.7% | $4,676-67.9% | $2,727-45.0% |
| Participant deferral / active EE | $1,151 | $2,825-59.3% | $5,629-79.6% | $4,649-75.3% |
| Admin fee / account holder | $37 | $436-91.4% | $15,914-99.8% | $433-91.3% |