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 | $82,015 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,139 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,157 | $47,163+21.2% | $149,696-61.8% | $74,460-23.2% |
| Participation rate | 76.3% | 63.4%+12.9pp | 78.8%-2.4pp | 70.7%+5.6pp |
| Annual return | -0.10% | 22.75%-22.9pp | 134.46%-134.6pp | 34.38%-34.5pp |
| Employer contribution / active EE | $2,415 | $1,907+26.6% | $4,821-49.9% | $2,638-8.5% |
| Participant deferral / active EE | $4,491 | $2,730+64.5% | $5,682-21.0% | $4,530-0.9% |
| Admin fee / account holder | $186 | $343-45.7% | $13,212-98.6% | $348-46.5% |