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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 | Recordkeeping and information managem... | $556 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,774 | $61,356-79.2% | $149,696-91.5% | $71,511-82.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 5.55% | 35.86%-30.3pp | 134.46%-128.9pp | 28.86%-23.3pp |
| Employer contribution / active EE | $880 | $2,382-63.1% | $4,821-81.8% | $2,589-66.0% |
| Participant deferral / active EE | $1,143 | $2,920-60.8% | $5,682-79.9% | $4,291-73.3% |
| Admin fee / account holder | $3 | $1,263-99.8% | $13,212-100.0% | $1,588-99.8% |