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) | $25,652 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $14,677 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,215 | $71,516+22.0% | $98,439-11.4% | $71,457+22.1% |
| Participation rate | 96.7% | 72.7%+24.0pp | 75.2%+21.5pp | 67.9%+28.8pp |
| Annual return | 16.60% | 32.41%-15.8pp | 21.16%-4.6pp | 28.85%-12.2pp |
| Employer contribution / active EE | $3,021 | $2,399+25.9% | $3,048-0.9% | $2,588+16.7% |
| Participant deferral / active EE | $4,322 | $4,109+5.2% | $4,738-8.8% | $4,289+0.8% |
| Admin fee / account holder | $177 | $1,675-89.4% | $8,948-98.0% | $1,587-88.8% |