Filed October 30, 2020
Total covered: 11 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $19,189 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 37 · EIN 13-1614399 | Loan Processing | $2,044 |
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $573 |
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 | $23,395 | $36,916-36.6% | $156,551-85.1% | $57,658-59.4% |
| Participation rate | 97.5% | 63.4%+34.1pp | 84.0%+13.5pp | 70.2%+27.3pp |
| Annual return | 9.00% | 12.38%-3.4pp | 32.23%-23.2pp | 5.13%+3.9pp |
| Employer contribution / active EE | $944 | $1,571-39.9% | $5,501-82.8% | $1,974-52.2% |
| Participant deferral / active EE | $1,066 | $1,926-44.6% | $4,871-78.1% | $3,061-65.2% |
| Admin fee / account holder | $28 | $82-65.6% | $13,028-99.8% | $95-70.0% |