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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $31,736 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $131 |
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 | $91,677 | $54,368+68.6% | $117,039-21.7% | $62,293+47.2% |
| Participation rate | 76.3% | 64.9%+11.4pp | 77.2%-0.9pp | 69.5%+6.8pp |
| Annual return | 13.24% | 21.77%-8.5pp | 18.95%-5.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $2,078 | $1,692+22.9% | $3,785-45.1% | $2,042+1.8% |
| Participant deferral / active EE | $4,160 | $2,269+83.3% | $3,929+5.9% | $3,169+31.3% |
| Admin fee / account holder | $130 | $493-73.6% | $5,974-97.8% | $479-72.8% |