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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $74,184 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $458 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,545 | $54,045+89.7% | $115,167-11.0% | $65,186+57.3% |
| Participation rate | 75.1% | 63.5%+11.6pp | 75.9%-0.8pp | 70.2%+4.9pp |
| Annual return | 17.91% | 26.55%-8.6pp | 35.60%-17.7pp | 29.39%-11.5pp |
| Employer contribution / active EE | $2,103 | $1,653+27.2% | $3,179-33.9% | $2,177-3.4% |
| Participant deferral / active EE | $4,419 | $2,504+76.5% | $4,169+6.0% | $3,514+25.8% |
| Admin fee / account holder | $345 | $626-44.8% | $7,089-95.1% | $847-59.3% |