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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $30,536 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $299 |
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 | $78,665 | $50,643+55.3% | $106,619-26.2% | $55,167+42.6% |
| Participation rate | 82.4% | 65.6%+16.8pp | 78.0%+4.4pp | 69.0%+13.4pp |
| Annual return | 6.68% | 7.02%-0.3pp | 9.42%-2.7pp | 169.23%-162.5pp |
| Employer contribution / active EE | $2,095 | $1,626+28.9% | $3,947-46.9% | $1,963+6.8% |
| Participant deferral / active EE | $4,071 | $2,208+84.4% | $3,930+3.6% | $3,054+33.3% |
| Admin fee / account holder | $145 | $488-70.3% | $6,418-97.7% | $504-71.3% |