Filed June 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $56,856 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $16,676 |
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 | $24,939 | $36,916-32.4% | $156,551-84.1% | $57,658-56.7% |
| Participation rate | 96.0% | 63.4%+32.6pp | 84.0%+12.0pp | 70.2%+25.8pp |
| Annual return | 6.80% | 12.38%-5.6pp | 32.23%-25.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $1,735 | $1,571+10.5% | $5,501-68.5% | $1,974-12.1% |
| Participant deferral / active EE | $2,234 | $1,926+16.0% | $4,871-54.1% | $3,061-27.0% |
| Admin fee / account holder | $115 | $82+39.7% | $13,028-99.1% | $95+21.9% |