Filed November 26, 1997 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $161,305 |
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $0 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,754 | $37,213-49.6% | $156,551-88.0% | $63,975-70.7% |
| Participation rate | 99.4% | 65.0%+34.4pp | 84.0%+15.4pp | 71.1%+28.3pp |
| Annual return | 76.78% | 47.89%+28.9pp | 32.23%+44.6pp | 48.65%+28.1pp |
| Employer contribution / active EE | $26 | $1,357-98.1% | $5,501-99.5% | $2,182-98.8% |
| Participant deferral / active EE | $541 | $2,070-73.9% | $4,871-88.9% | $3,356-83.9% |
| Admin fee / account holder | $20 | $56-63.9% | $13,028-99.8% | $70-71.1% |