Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 26 · EIN 51-0396365 | Advisory (Participants) | $216,351 |
Filed as: VOYA MUTUAL FUNDS Service code 60 · EIN 95-4516049 | Sub-TA Fees | $73,892 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $31,026 |
Service code 14 · EIN 82-0161600 | Plan Administrator | $22,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,211 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,216 | $46,516-22.1% | $147,618-75.5% | $69,651-48.0% |
| Participation rate | 54.9% | 65.8%-10.9pp | 84.6%-29.7pp | 66.6%-11.7pp |
| Annual return | 0.33% | 9.48%-9.1pp | 61.98%-61.7pp | 53.77%-53.4pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,871 | $2,719+5.6% | $4,895-41.4% | $3,635-21.0% |
| Admin fee / account holder | $39 | $45-13.4% | $11,612-99.7% | $63-38.7% |