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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA INVESTMENTS CORP Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,347 | $43,496-64.7% | $161,489-90.5% | $64,340-76.1% |
| Participation rate | 47.1% | 53.5%-6.4pp | 78.7%-31.6pp | 55.2%-8.1pp |
| Annual return | 8.69% | 20.76%-12.1pp | 89.72%-81.0pp | 24.14%-15.5pp |
| Employer contribution / active EE | $889 | $1,431-37.8% | $4,268-79.2% | $1,862-52.2% |
| Participant deferral / active EE | $1,293 | $1,996-35.2% | $5,630-77.0% | $2,980-56.6% |
| Admin fee / account holder | $3 | $2,330-99.9% | $16,006-100.0% | $3,703-99.9% |