Filed June 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $46,909 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 19 · EIN 91-1349657 | Securities Custodian | $2,242 |
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 | $28,921 | $46,173-37.4% | $170,435-83.0% | $69,631-58.5% |
| Participation rate | 96.2% | 63.9%+32.3pp | 83.6%+12.6pp | 70.7%+25.5pp |
| Annual return | 17.11% | 21.62%-4.5pp | 205.94%-188.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $1,719 | $1,610+6.8% | $5,432-68.3% | $2,032-15.4% |
| Participant deferral / active EE | $2,369 | $2,080+13.9% | $4,939-52.0% | $3,224-26.5% |
| Admin fee / account holder | $70 | $116-39.5% | $13,881-99.5% | $110-36.4% |