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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICE CO Service code 19 · EIN 51-0396365 | Securities Custodian | $286,232 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,195 | $46,339+45.0% | $143,801-53.3% | $64,829+3.6% |
| Participation rate | 87.7% | 64.3%+23.5pp | 80.3%+7.4pp | 71.5%+16.3pp |
| Annual return | -14.76% | -10.05%-4.7pp | -0.04%-14.7pp | 32.85%-47.6pp |
| Employer contribution / active EE | $8,282 | $1,911+333.4% | $4,952+67.2% | $2,507+230.4% |
| Participant deferral / active EE | $0 | $2,648-100.0% | $5,639-100.0% | $4,312-100.0% |
| Admin fee / account holder | $182 | $154+18.1% | $14,680-98.8% | $188-3.3% |