Filed January 30, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $12,099 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 19 · EIN 74-1625348 | Securities Custodian | $3,769 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,503 | $46,732-11.2% | $156,551-73.5% | $55,167-24.8% |
| Participation rate | 88.7% | 65.8%+22.9pp | 84.0%+4.7pp | 69.0%+19.7pp |
| Annual return | -0.09% | 17.72%-17.8pp | 32.23%-32.3pp | 169.23%-169.3pp |
| Employer contribution / active EE | $2,184 | $2,105+3.8% | $5,501-60.3% | $1,963+11.3% |
| Participant deferral / active EE | $3,562 | $2,204+61.6% | $4,871-26.9% | $3,054+16.6% |
| Admin fee / account holder | $45 | $418-89.2% | $13,028-99.7% | $504-91.0% |