Filed June 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $8,391 |
MATRIX TRUST COMPANY1+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 19 · EIN 91-1349657 | Securities Custodian | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,203 | $37,117-32.1% | $147,617-82.9% | $55,191-54.3% |
| Participation rate | 87.1% | 63.6%+23.5pp | 84.6%+2.5pp | 69.2%+17.9pp |
| Annual return | 0.46% | 3.44%-3.0pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,774 | $1,620+9.5% | $5,564-68.1% | $1,899-6.6% |
| Participant deferral / active EE | $1,996 | $1,985+0.5% | $4,895-59.2% | $3,046-34.5% |
| Admin fee / account holder | $15 | $86-82.3% | $11,612-99.9% | $91-83.3% |