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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $37,968 |
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 | $39,278 | $36,926+6.4% | $156,551-74.9% | $57,661-31.9% |
| Participation rate | 85.7% | 63.4%+22.3pp | 84.0%+1.7pp | 70.2%+15.5pp |
| Annual return | 5.34% | 12.38%-7.0pp | 32.23%-26.9pp | 5.13%+0.2pp |
| Employer contribution / active EE | $6,267 | $1,571+299.0% | $5,501+13.9% | $1,974+217.5% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $23 | $83-72.7% | $13,028-99.8% | $95-76.2% |