Filed April 4, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $648,302 |
NATIONWIDE8+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $2,188 |
Filed as: CREATIVE PLAN ADMINISTRATORS INC. Service code 50 · EIN 14-1694851 | Direct Payment | $221 |
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 | $50,842 | $45,000+13.0% | $143,801-64.6% | $77,906-34.7% |
| Participation rate | 87.9% | 66.8%+21.1pp | 80.3%+7.6pp | 73.7%+14.2pp |
| Annual return | -14.32% | 29.03%-43.3pp | -0.04%-14.3pp | 12.16%-26.5pp |
| Employer contribution / active EE | $1,938 | $1,870+3.7% | $4,952-60.9% | $2,846-31.9% |
| Participant deferral / active EE | $3,639 | $3,157+15.3% | $5,639-35.5% | $4,805-24.3% |
| Admin fee / account holder | $144 | $98+45.8% | $14,680-99.0% | $133+8.3% |