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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICE CO Service code 19 · EIN 51-0396365 | Securities Custodian | $278,541 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,129 | $50,919+69.1% | $155,556-44.6% | $77,762+10.8% |
| Participation rate | 84.8% | 63.1%+21.7pp | 78.2%+6.6pp | 70.6%+14.2pp |
| Annual return | 10.75% | 34.84%-24.1pp | 64.84%-54.1pp | 31.27%-20.5pp |
| Employer contribution / active EE | $9,194 | $1,991+361.7% | $4,675+96.6% | $2,728+237.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $177 | $437-59.5% | $15,885-98.9% | $433-59.1% |