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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $249,187 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,514 | $62,941-15.0% | $172,757-69.0% | $67,584-20.8% |
| Participation rate | 89.2% | 64.5%+24.7pp | 82.6%+6.5pp | 71.3%+17.9pp |
| Annual return | 19.87% | 30.36%-10.5pp | 803.06%-783.2pp | 378.59%-358.7pp |
| Employer contribution / active EE | $7,502 | $1,636+358.4% | $5,144+45.8% | $2,148+249.3% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,540-100.0% |
| Admin fee / account holder | $141 | $167-15.5% | $13,956-99.0% | $142-1.1% |