Filed February 7, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $49,786 |
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 | $44,647 | $73,283-39.1% | $155,556-71.3% | $106,553-58.1% |
| Participation rate | 98.0% | 73.3%+24.7pp | 78.2%+19.7pp | 69.8%+28.1pp |
| Annual return | 17.91% | 15.76%+2.2pp | 64.84%-46.9pp | 17.37%+0.5pp |
| Employer contribution / active EE | $2,618 | $2,241+16.9% | $4,675-44.0% | $3,359-22.0% |
| Participant deferral / active EE | $4,482 | $4,567-1.8% | $5,631-20.4% | $5,562-19.4% |
| Admin fee / account holder | $3 | $56-94.8% | $15,885-100.0% | $80-96.4% |