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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $30,635 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $197 |
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 | $76,746 | $47,969+60.0% | $85,969-10.7% | $52,331+46.7% |
| Participation rate | 81.7% | 61.7%+20.0pp | 76.5%+5.2pp | 68.1%+13.6pp |
| Annual return | -0.02% | -0.13%+0.1pp | 9.32%-9.3pp | 4.54%-4.6pp |
| Employer contribution / active EE | $2,014 | $1,460+38.0% | $3,474-42.0% | $1,882+7.0% |
| Participant deferral / active EE | $4,155 | $2,110+96.9% | $3,829+8.5% | $3,022+37.5% |
| Admin fee / account holder | $143 | $530-73.0% | $6,053-97.6% | $592-75.8% |