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 | $73,301 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $29,071 | $52,293-44.4% | $178,498-83.7% | $73,412-60.4% |
| Participation rate | 80.4% | 65.3%+15.1pp | 81.9%-1.5pp | 72.2%+8.2pp |
| Annual return | 15.26% | 34.75%-19.5pp | 151.09%-135.8pp | 59.30%-44.0pp |
| Employer contribution / active EE | $548 | $1,735-68.5% | $5,011-89.1% | $2,234-75.5% |
| Participant deferral / active EE | $2,104 | $2,332-9.8% | $5,202-59.6% | $3,806-44.7% |
| Admin fee / account holder | $103 | $127-18.8% | $13,985-99.3% | $158-34.5% |