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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $86,960 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,821 | $112,596-42.4% | $152,301-57.4% | $64,728+0.1% |
| Participation rate | 96.3% | 63.6%+32.6pp | 82.4%+13.8pp | 57.9%+38.4pp |
| Annual return | 18.10% | 23.76%-5.7pp | 80.50%-62.4pp | 49.38%-31.3pp |
| Employer contribution / active EE | $4,915 | $3,716+32.3% | $4,624+6.3% | $2,243+119.2% |
| Participant deferral / active EE | $5,814 | $6,075-4.3% | $8,004-27.4% | $2,729+113.0% |
| Admin fee / account holder | $244 | $996-75.5% | $14,398-98.3% | $1,145-78.7% |