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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 | Claims processing; Participant loan p... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,358 | $65,092-81.0% | $143,799-91.4% | $66,938-81.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -6.17% | -11.14%+5.0pp | -0.04%-6.1pp | 1.58%-7.7pp |
| Employer contribution / active EE | $647 | $2,362-72.6% | $4,952-86.9% | $2,545-74.6% |
| Participant deferral / active EE | $888 | $2,920-69.6% | $5,638-84.2% | $4,238-79.0% |
| Admin fee / account holder | $4 | $502-99.3% | $14,677-100.0% | $594-99.4% |