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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 | Claims processing; Recordkeeping and ... | $16,924 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,104 | $91,695-85.7% | $67,575-80.6% | $77,736-83.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 10.95% | 14.88%-3.9pp | 3528.98%-3518.0pp | 31.26%-20.3pp |
| Employer contribution / active EE | $2,897 | $3,189-9.2% | $2,736+5.9% | $2,728+6.2% |
| Participant deferral / active EE | $971 | $3,912-75.2% | $4,003-75.7% | $4,651-79.1% |
| Admin fee / account holder | $11 | $245-95.3% | $3,993-99.7% | $433-97.4% |