Filed March 15, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 P.O. BOX 600 · BUFFALO, NY 142010600 | Claims processing; Investment management | $200 |
M/S ADMINIISTRATORS, INC1+ years Service code 10 · EIN 20-4029634 838 BLUE HEATHER COURT · LAWRENCEVILLE, GA 30045 | Accounting | $0 |
Filed as: VALIC Service code 13 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,418 | $37,117-50.4% | $147,617-87.5% | $55,191-66.6% |
| Participation rate | 99.9% | 63.6%+36.3pp | 84.6%+15.3pp | 69.2%+30.7pp |
| Annual return | -3.28% | 3.44%-6.7pp | 61.98%-65.3pp | 10.78%-14.1pp |
| Employer contribution / active EE | $1,388 | $1,620-14.3% | $5,564-75.1% | $1,899-26.9% |
| Participant deferral / active EE | $953 | $1,985-52.0% | $4,895-80.5% | $3,046-68.7% |
| Admin fee / account holder | $0 | $86-99.8% | $11,612-100.0% | $91-99.8% |