Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $619,788 |
NATIONWIDE9+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $3,237 |
Filed as: CREATIVE PLAN ADMINISTRATORS INC Service code 50 · EIN 14-1694851 | Direct Payment | $272 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,257 | $50,169+6.2% | $149,740-64.4% | $80,187-33.6% |
| Participation rate | 87.6% | 64.3%+23.3pp | 78.8%+8.8pp | 72.9%+14.7pp |
| Annual return | 15.34% | 29.82%-14.5pp | 134.51%-119.2pp | 40.40%-25.1pp |
| Employer contribution / active EE | $1,816 | $1,869-2.8% | $4,821-62.3% | $2,980-39.0% |
| Participant deferral / active EE | $3,590 | $3,194+12.4% | $5,683-36.8% | $5,016-28.4% |
| Admin fee / account holder | $131 | $153-14.5% | $13,222-99.0% | $145-9.9% |