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 | $271,438 |
Filed as: VARIABLE ANNUITY LIFE INS CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $14,099 |
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 | $35,493 | $59,312-40.2% | $149,740-76.3% | $103,657-65.8% |
| Participation rate | 89.0% | 70.3%+18.7pp | 78.8%+10.2pp | 73.4%+15.6pp |
| Annual return | 16.84% | 78.03%-61.2pp | 134.51%-117.7pp | 33.13%-16.3pp |
| Employer contribution / active EE | $2,039 | $2,187-6.7% | $4,821-57.7% | $3,216-36.6% |
| Participant deferral / active EE | $2,964 | $3,719-20.3% | $5,683-47.8% | $5,218-43.2% |
| Admin fee / account holder | $48 | $103-53.2% | $13,222-99.6% | $114-57.9% |