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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 | $105,248-38.4% | $147,318-56.0% | $71,012-8.7% |
| Participation rate | 96.3% | 66.1%+30.1pp | 82.1%+14.2pp | 58.6%+37.7pp |
| Annual return | 18.10% | 26.02%-7.9pp | 70.43%-52.3pp | 37.67%-19.6pp |
| Employer contribution / active EE | $4,915 | $3,785+29.9% | $4,593+7.0% | $2,348+109.3% |
| Participant deferral / active EE | $5,814 | $6,452-9.9% | $7,906-26.5% | $3,246+79.1% |
| Admin fee / account holder | $244 | $862-71.7% | $13,708-98.2% | $1,167-79.1% |