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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $4,460 |
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 | $43,544 | $37,203+17.0% | $154,110-71.7% | $55,727-21.9% |
| Participation rate | 89.4% | 64.1%+25.4pp | 83.0%+6.4pp | 70.9%+18.6pp |
| Annual return | -3.67% | 1320.03%-1323.7pp | 735.22%-738.9pp | 244.94%-248.6pp |
| Employer contribution / active EE | $7,354 | $1,614+355.5% | $5,298+38.8% | $2,078+253.8% |
| Participant deferral / active EE | $0 | $2,069-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $25 | $102-75.1% | $13,412-99.8% | $115-78.0% |