Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $660,382 |
NATIONWIDE10+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $1,433 |
Filed as: CREATIVE PLAN ADMINISTRATORS INC Service code 50 · EIN 14-1694851 | Direct Payment | $704 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,772 | $53,204+4.8% | $155,556-64.1% | $200,096-72.1% |
| Participation rate | 86.6% | 64.1%+22.5pp | 78.2%+8.4pp | 72.0%+14.6pp |
| Annual return | 11.54% | 41.02%-29.5pp | 64.84%-53.3pp | 34.26%-22.7pp |
| Employer contribution / active EE | $1,988 | $1,850+7.4% | $4,675-57.5% | $3,038-34.6% |
| Participant deferral / active EE | $3,916 | $3,163+23.8% | $5,631-30.5% | $5,090-23.1% |
| Admin fee / account holder | $134 | $186-27.8% | $15,885-99.2% | $269-50.2% |