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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICE CO Service code 19 · EIN 51-0396365 | Securities Custodian | $276,966 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,936 | $47,173+67.3% | $149,740-47.3% | $74,478+6.0% |
| Participation rate | 83.0% | 63.4%+19.6pp | 78.8%+4.2pp | 70.7%+12.3pp |
| Annual return | 14.35% | 22.75%-8.4pp | 134.51%-120.2pp | 34.37%-20.0pp |
| Employer contribution / active EE | $8,770 | $1,903+360.8% | $4,821+81.9% | $2,637+232.6% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,683-100.0% | $4,530-100.0% |
| Admin fee / account holder | $178 | $343-48.2% | $13,222-98.7% | $347-48.8% |