RESEARCH |
2015
Recordkeeping Survey
Reported by PLANSPONSOR
Providers
VALIC
2014 Asset Rank: 19 www.valic.com
| PROFILE | 2014 | 2013 | %Change |
|---|---|---|---|
| Assets ($MM) | $84,706 | $84,324 | 0.5% |
| Plans | 32,693 | 32,971 | -0.8% |
| Participants | 2,209,281 | 2,290,926 | -3.6% |
| Plan Size | Assets ($MM) | Plans |
|---|---|---|
| <10 participants | $3,505 | 20,232 |
| 10–100 participants | $11,574 | 9,413 |
| 101–1000 participants | $25,471 | 2,664 |
| 1,001–5,000 participants | $32,341 | 342 |
| >5,000 participants | $11,815 | 42 |
| Other Information | |
|---|---|
| # of ERISA counsel: | 4 |
| 360 payroll: | Yes - available to all clients/plans |
| Retirement income estimate: | Yes (Statement; Web) |
| Platform: | Proprietary |
| Restrictions: | None |
| Plans by Type | ||||
|---|---|---|---|---|
| 401(k) | 3% | Profit-sharing | 2% | |
| 403(b) | 57% | Money purchase | 4% | |
| 457 | 14% | Other | 20% | |
| Plans by Channel | |
|---|---|
| Direct sold | 90% |
| Adviser sold | 10% |
| Other | 0% |
| Specialty Investments | |
|---|---|
| Annuities | |
| Collectives | |
| Company stock | |
| # of TDF families | 23 |
