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 | Investment management; Claims processing | $0 |
SCHOEN-APS1 year Service code 10 · EIN 46-3879270 2775 CRUSE ROAD · LAWRENCEVILLE, GA 30044 | Accounting | $0 |
Filed as: VALIC Service code 12 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Investment management; Claims processing | $0 |
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 | $22,345 | $37,213-40.0% | $156,551-85.7% | $63,975-65.1% |
| Participation rate | 80.9% | 65.0%+15.9pp | 84.0%-3.1pp | 71.1%+9.8pp |
| Annual return | 8.01% | 47.89%-39.9pp | 32.23%-24.2pp | 48.65%-40.6pp |
| Employer contribution / active EE | $1,174 | $1,357-13.5% | $5,501-78.7% | $2,182-46.2% |
| Participant deferral / active EE | $912 | $2,070-55.9% | $4,871-81.3% | $3,356-72.8% |
| Admin fee / account holder | $0 | $56-100.0% | $13,028-100.0% | $70-100.0% |