Filed March 14, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $240,172 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO, Service code 19 · EIN 74-1625348 | Securities Custodian | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,708 | $113,568-21.0% | $67,560+32.8% | $200,096-55.2% |
| Participation rate | 56.1% | 73.3%-17.3pp | 72.9%-16.9pp | 72.0%-15.9pp |
| Annual return | 10.95% | 15.88%-4.9pp | 3533.50%-3522.5pp | 34.26%-23.3pp |
| Employer contribution / active EE | $1,675 | $3,409-50.9% | $2,737-38.8% | $3,038-44.8% |
| Participant deferral / active EE | $3,052 | $4,163-26.7% | $4,004-23.8% | $5,090-40.0% |
| Admin fee / account holder | $158 | $102+54.6% | $3,994-96.0% | $269-41.2% |