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 | $214,068 |
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 | $34,463 | $53,565-35.7% | $172,757-80.1% | $82,204-58.1% |
| Participation rate | 98.7% | 69.6%+29.1pp | 82.6%+16.1pp | 73.4%+25.3pp |
| Annual return | 36.09% | 31.42%+4.7pp | 803.06%-767.0pp | 26.31%+9.8pp |
| Employer contribution / active EE | $2,199 | $1,857+18.4% | $5,144-57.3% | $2,707-18.8% |
| Participant deferral / active EE | $3,574 | $3,006+18.9% | $5,198-31.2% | $4,246-15.8% |
| Admin fee / account holder | $20 | $61-68.0% | $13,956-99.9% | $76-74.0% |