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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $150 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,709 | $56,095-41.7% | $178,510-81.7% | $90,274-63.8% |
| Participation rate | 99.6% | 65.6%+34.0pp | 81.9%+17.7pp | 73.4%+26.3pp |
| Annual return | 0.00% | 28.81%-28.8pp | 151.13%-151.1pp | 53.97%-54.0pp |
| Employer contribution / active EE | $335 | $1,572-78.7% | $5,011-93.3% | $2,523-86.7% |
| Participant deferral / active EE | $119 | $2,669-95.5% | $5,202-97.7% | $4,231-97.2% |
| Admin fee / account holder | $0 | $101-100.0% | $13,988-100.0% | $114-100.0% |