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 | $352,310 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INSTL OPS CO. Service code 50 · EIN 04-2647786 | Direct Payment | $2,890 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Direct payment fr... | $887 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 50 · EIN 84-0467907 | Direct Payment | $275 |
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 | $85,878 | $73,283+17.2% | $155,556-44.8% | $106,553-19.4% |
| Participation rate | 96.0% | 73.3%+22.7pp | 78.2%+17.8pp | 69.8%+26.2pp |
| Annual return | 13.08% | 15.76%-2.7pp | 64.84%-51.8pp | 17.37%-4.3pp |
| Employer contribution / active EE | $1,997 | $2,241-10.9% | $4,675-57.3% | $3,359-40.5% |
| Participant deferral / active EE | $5,965 | $4,567+30.6% | $5,631+5.9% | $5,562+7.2% |
| Admin fee / account holder | $19 | $56-66.3% | $15,885-99.9% | $80-76.3% |