Filed May 11, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $241,808 |
Filed as: VARIABLE ANNUITY LIFE INS CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $14,966 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,288 | $52,346-47.9% | $143,801-81.0% | $78,104-65.1% |
| Participation rate | 90.2% | 72.7%+17.5pp | 80.3%+9.9pp | 74.5%+15.7pp |
| Annual return | -15.56% | -14.19%-1.4pp | -0.04%-15.5pp | 10.90%-26.5pp |
| Employer contribution / active EE | $2,062 | $2,131-3.3% | $4,952-58.4% | $3,128-34.1% |
| Participant deferral / active EE | $2,861 | $3,800-24.7% | $5,639-49.3% | $5,089-43.8% |
| Admin fee / account holder | $40 | $63-36.2% | $14,680-99.7% | $79-48.8% |