Filed April 23, 2015
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC FINANCIAL ADVISORS INC Service code 27 7029 ALBERT PICK RD STE 206 · GREENSBORO, NC 274099519 | Advisory (Plan) | $47,072 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $19,237 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,422 | $66,310+28.8% | $93,606-8.7% | $65,185+31.0% |
| Participation rate | 96.4% | 74.0%+22.4pp | 75.8%+20.5pp | 70.2%+26.2pp |
| Annual return | 22.00% | 42.58%-20.6pp | 32.76%-10.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $2,615 | $2,012+30.0% | $2,718-3.8% | $2,177+20.1% |
| Participant deferral / active EE | $3,711 | $3,342+11.1% | $4,069-8.8% | $3,514+5.6% |
| Admin fee / account holder | $474 | $6,897-93.1% | $7,888-94.0% | $847-44.1% |