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 | $79,336 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 16-1004825 | Recordkeeping and information managem... | $719 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $365 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,817 | $50,860-47.3% | $155,574-82.8% | $77,714-65.5% |
| Participation rate | 95.0% | 63.1%+31.8pp | 78.2%+16.8pp | 70.6%+24.4pp |
| Annual return | 15.66% | 34.86%-19.2pp | 64.87%-49.2pp | 31.26%-15.6pp |
| Employer contribution / active EE | $1,501 | $1,991-24.6% | $4,676-67.9% | $2,727-44.9% |
| Participant deferral / active EE | $2,564 | $2,825-9.3% | $5,629-54.5% | $4,649-44.9% |
| Admin fee / account holder | $109 | $436-75.0% | $15,914-99.3% | $433-74.8% |