Filed March 27, 2011 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Account ma... | $66,911 |
Service code 16 · EIN 47-1411118 | Consulting | $29,587 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $21,306 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
TIAA10+ years Service code 26 · EIN 13-1624203 | Advisory (Participants) | $0 |
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 | $90,540 | $91,710-1.3% | $67,560+34.0% | $77,762+16.4% |
| Participation rate | 81.7% | 76.0%+5.7pp | 72.9%+8.8pp | 70.6%+11.2pp |
| Annual return | 11.83% | 14.88%-3.1pp | 3533.50%-3521.7pp | 31.27%-19.4pp |
| Employer contribution / active EE | $2,185 | $3,187-31.4% | $2,737-20.2% | $2,728-19.9% |
| Participant deferral / active EE | $3,360 | $3,911-14.1% | $4,004-16.1% | $4,651-27.7% |
| Admin fee / account holder | $123 | $245-49.8% | $3,994-96.9% | $433-71.6% |