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 | $73,124 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 16-1004825 | Recordkeeping and information managem... | $919 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,722 | $56,540-49.2% | $185,849-84.5% | $86,821-66.9% |
| Participation rate | 84.9% | 65.5%+19.4pp | 81.7%+3.2pp | 72.3%+12.6pp |
| Annual return | 17.11% | 118.20%-101.1pp | 122.10%-105.0pp | 97.94%-80.8pp |
| Employer contribution / active EE | $1,361 | $1,844-26.2% | $5,169-73.7% | $2,406-43.4% |
| Participant deferral / active EE | $1,655 | $2,555-35.2% | $5,569-70.3% | $4,132-59.9% |
| Admin fee / account holder | $67 | $150-55.3% | $16,244-99.6% | $170-60.6% |