Filed June 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $54,868 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 19 · EIN 91-1349657 | Securities Custodian | $1,883 |
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 | $33,584 | $37,196-9.7% | $154,108-78.2% | $55,725-39.7% |
| Participation rate | 95.0% | 64.1%+30.9pp | 83.0%+11.9pp | 70.9%+24.1pp |
| Annual return | -5.46% | 1319.68%-1325.1pp | 735.21%-740.7pp | 244.93%-250.4pp |
| Employer contribution / active EE | $2,148 | $1,614+33.1% | $5,298-59.5% | $2,078+3.4% |
| Participant deferral / active EE | $2,527 | $2,068+22.2% | $5,081-50.3% | $3,356-24.7% |
| Admin fee / account holder | $92 | $102-9.6% | $13,411-99.3% | $115-20.3% |