Filed February 22, 2006
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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $40,556 |
AMERIPRISE FINANCIAL SERVICES INC10+ years Filed as: AMERIPRISE FINANCIAL Service code 10 · EIN 41-0973005 | Accounting | $11,842 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,251 | $91,762+1.6% | $67,502+38.1% | $77,643+20.1% |
| Participation rate | 96.4% | 75.9%+20.5pp | 72.9%+23.6pp | 70.6%+25.9pp |
| Annual return | 12.92% | 14.87%-1.9pp | 3512.12%-3499.2pp | 31.24%-18.3pp |
| Employer contribution / active EE | $3,233 | $3,181+1.6% | $2,731+18.4% | $2,726+18.6% |
| Participant deferral / active EE | $4,912 | $3,903+25.8% | $4,000+22.8% | $4,647+5.7% |
| Admin fee / account holder | $98 | $176-44.0% | $3,998-97.5% | $430-77.1% |