Filed February 7, 2020 (most recent of 2 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 | $94,110 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,053 | $63,964-74.9% | $147,618-89.1% | $67,505-76.2% |
| Participation rate | 97.8% | 68.6%+29.2pp | 84.6%+13.2pp | 71.2%+26.6pp |
| Annual return | 2.50% | 9.05%-6.5pp | 61.98%-59.5pp | 6.52%-4.0pp |
| Employer contribution / active EE | $1,417 | $1,618-12.4% | $5,564-74.5% | $2,173-34.8% |
| Participant deferral / active EE | $2,794 | $2,589+7.9% | $4,895-42.9% | $3,597-22.3% |
| Admin fee / account holder | $13 | $43-70.4% | $11,612-99.9% | $56-77.4% |