Filed April 3, 2006
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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $4,872 |
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $3,725 |
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 | $86,629 | $69,708+24.3% | $67,560+28.2% | $74,478+16.3% |
| Participation rate | 98.6% | 71.4%+27.1pp | 72.9%+25.6pp | 67.2%+31.3pp |
| Annual return | 11.48% | -40.67%+52.2pp | 3533.50%-3522.0pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $1,132 | $2,715-58.3% | $2,737-58.6% | $2,626-56.9% |
| Participant deferral / active EE | $3,379 | $3,637-7.1% | $4,004-15.6% | $4,350-22.3% |
| Admin fee / account holder | $20 | $887-97.8% | $3,994-99.5% | $1,946-99.0% |