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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 | $145,174-55.3% | $182,262-64.4% | $69,255-6.4% |
| Participation rate | 96.3% | 77.3%+19.0pp | 84.2%+12.0pp | 69.0%+27.2pp |
| Annual return | 18.10% | 24.21%-6.1pp | 140.60%-122.5pp | 26.73%-8.6pp |
| Employer contribution / active EE | $4,915 | $4,864+1.0% | $5,046-2.6% | $2,645+85.8% |
| Participant deferral / active EE | $5,814 | $7,703-24.5% | $8,276-29.8% | $2,890+101.1% |
| Admin fee / account holder | $244 | $791-69.1% | $16,712-98.5% | $733-66.6% |