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 | $45,339 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Account maintenance fees; Participant... | $1,072 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,718 | $46,173-35.6% | $170,435-82.6% | $69,631-57.3% |
| Participation rate | 55.2% | 63.9%-8.7pp | 83.6%-28.4pp | 70.7%-15.5pp |
| Annual return | 15.79% | 21.62%-5.8pp | 205.94%-190.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $967 | $1,610-39.9% | $5,432-82.2% | $2,032-52.4% |
| Participant deferral / active EE | $1,136 | $2,080-45.4% | $4,939-77.0% | $3,224-64.8% |
| Admin fee / account holder | $69 | $116-40.2% | $13,881-99.5% | $110-37.2% |