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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICE CO Service code 19 · EIN 51-0396365 | Securities Custodian | $246,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,216 | $56,095+12.7% | $178,510-64.6% | $90,274-30.0% |
| Participation rate | 68.4% | 65.6%+2.8pp | 81.9%-13.6pp | 73.4%-5.0pp |
| Annual return | 14.87% | 28.81%-13.9pp | 151.13%-136.3pp | 53.97%-39.1pp |
| Employer contribution / active EE | $7,082 | $1,572+350.4% | $5,011+41.3% | $2,523+180.7% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $142 | $101+41.4% | $13,988-99.0% | $114+24.7% |