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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $39,004 |
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 | $44,084 | $46,182-4.5% | $170,435-74.1% | $69,634-36.7% |
| Participation rate | 88.6% | 63.9%+24.7pp | 83.6%+5.0pp | 70.7%+17.9pp |
| Annual return | 12.90% | 21.40%-8.5pp | 205.94%-193.0pp | 27572.26%-27559.4pp |
| Employer contribution / active EE | $6,523 | $1,610+305.1% | $5,432+20.1% | $2,032+221.0% |
| Participant deferral / active EE | $0 | $2,081-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $23 | $116-80.4% | $13,881-99.8% | $110-79.4% |