Filed April 29, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $68,469 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $28,411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,123 | $37,039-26.8% | $147,618-81.6% | $59,188-54.2% |
| Participation rate | 67.7% | 63.8%+3.9pp | 84.6%-17.0pp | 69.4%-1.8pp |
| Annual return | 1.06% | 7.19%-6.1pp | 61.98%-60.9pp | 5.51%-4.5pp |
| Employer contribution / active EE | $1,213 | $1,353-10.3% | $5,565-78.2% | $2,098-42.2% |
| Participant deferral / active EE | $2,659 | $2,094+27.0% | $4,895-45.7% | $3,265-18.6% |
| Admin fee / account holder | $46 | $60-22.9% | $11,612-99.6% | $92-49.6% |