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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICE CO Service code 19 · EIN 51-0396365 | Securities Custodian | $291,281 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,358 | $56,551+40.3% | $185,854-57.3% | $86,828-8.6% |
| Participation rate | 98.5% | 65.5%+33.0pp | 81.7%+16.8pp | 72.3%+26.2pp |
| Annual return | 13.35% | 118.23%-104.9pp | 122.12%-108.8pp | 97.95%-84.6pp |
| Employer contribution / active EE | $7,594 | $1,845+311.6% | $5,169+46.9% | $2,406+215.6% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $187 | $150+25.1% | $16,246-98.8% | $170+10.5% |