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 | $62,942 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $380 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 16-1004825 | Claims processing; Recordkeeping and ... | $98 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,370 | $47,180-48.3% | $149,723-83.7% | $74,473-67.3% |
| Participation rate | 92.1% | 63.4%+28.6pp | 78.8%+13.3pp | 70.7%+21.3pp |
| Annual return | 18.21% | 22.75%-4.5pp | 134.50%-116.3pp | 34.36%-16.2pp |
| Employer contribution / active EE | $1,385 | $1,907-27.4% | $4,821-71.3% | $2,638-47.5% |
| Participant deferral / active EE | $2,233 | $2,730-18.2% | $5,682-60.7% | $4,530-50.7% |
| Admin fee / account holder | $45 | $343-86.8% | $13,215-99.7% | $347-86.9% |