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 | $52,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,460 | $37,117-28.7% | $147,614-82.1% | $55,191-52.1% |
| Participation rate | 53.7% | 63.6%-9.9pp | 84.6%-30.9pp | 69.2%-15.4pp |
| Annual return | 0.23% | 3.44%-3.2pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $465 | $1,620-71.3% | $5,564-91.6% | $1,899-75.5% |
| Participant deferral / active EE | $1,609 | $1,985-19.0% | $4,895-67.1% | $3,046-47.2% |
| Admin fee / account holder | $102 | $86+19.4% | $11,611-99.1% | $91+12.5% |