Filed June 16, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $37,807 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,496 | $73,283-69.3% | $155,556-85.5% | $106,553-78.9% |
| Participation rate | 70.9% | 73.3%-2.4pp | 78.2%-7.4pp | 69.8%+1.0pp |
| Annual return | 11.68% | 15.76%-4.1pp | 64.84%-53.2pp | 17.37%-5.7pp |
| Employer contribution / active EE | $1,227 | $2,241-45.2% | $4,675-73.8% | $3,359-63.5% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $5,631-100.0% | $5,562-100.0% |
| Admin fee / account holder | $3 | $56-94.3% | $15,885-100.0% | $80-96.0% |