Filed July 10, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVIES COMPANY Service code 50 · EIN 51-0396365 | Direct Payment | $116,368 |
LPL FINANCIAL5 years Service code 16 PO BOX 502533 · SAN DIEGO, CA 92150 | Consulting | $45,497 |
Service code 50 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Direct Payment | $36,389 |
FELTZ WEALTH PLAN3 years Service code 26 101 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Advisory (Participants) | $28,428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,226 | $56,095+59.1% | $178,503-50.0% | $90,274-1.2% |
| Participation rate | 58.4% | 65.6%-7.1pp | 81.9%-23.5pp | 73.4%-14.9pp |
| Annual return | 12.37% | 28.81%-16.4pp | 151.12%-138.7pp | 53.97%-41.6pp |
| Employer contribution / active EE | $1,415 | $1,572-10.0% | $5,011-71.8% | $2,523-43.9% |
| Participant deferral / active EE | $3,428 | $2,669+28.5% | $5,202-34.1% | $4,231-19.0% |
| Admin fee / account holder | $179 | $101+77.9% | $13,987-98.7% | $114+57.0% |