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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... | $9,247 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,473 | $46,464-45.2% | $150,298-83.1% | $79,634-68.0% |
| Participation rate | 80.1% | 57.0%+23.2pp | 77.8%+2.4pp | 62.5%+17.6pp |
| Annual return | 10.43% | 27.89%-17.5pp | 62.79%-52.4pp | 36.46%-26.0pp |
| Employer contribution / active EE | $560 | $1,512-63.0% | $4,154-86.5% | $2,529-77.9% |
| Participant deferral / active EE | $1,597 | $2,157-25.9% | $5,453-70.7% | $3,835-58.3% |
| Admin fee / account holder | $11 | $891-98.7% | $14,116-99.9% | $1,002-98.9% |