Filed November 20, 2017 (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 | $81,026 |
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 | $20,459 | $47,180-56.6% | $149,723-86.3% | $74,473-72.5% |
| Participation rate | 84.3% | 63.4%+20.9pp | 78.8%+5.6pp | 70.7%+13.6pp |
| Annual return | 15.73% | 22.75%-7.0pp | 134.50%-118.8pp | 34.36%-18.6pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,643 | $2,730-3.2% | $5,682-53.5% | $4,530-41.7% |
| Admin fee / account holder | $82 | $343-76.1% | $13,215-99.4% | $347-76.4% |