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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $56,439 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,343 | $37,117-2.1% | $147,618-75.4% | $55,191-34.2% |
| Participation rate | 83.4% | 63.6%+19.8pp | 84.6%-1.2pp | 69.2%+14.3pp |
| Annual return | -0.06% | 3.44%-3.5pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $3,078 | $1,620+90.0% | $5,564-44.7% | $1,899+62.1% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $22 | $86-74.6% | $11,612-99.8% | $91-76.1% |