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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $98,264 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,138 | $65,862+100.6% | $124,693+6.0% | $79,391+66.4% |
| Participation rate | 75.3% | 62.2%+13.1pp | 74.6%+0.7pp | 70.7%+4.6pp |
| Annual return | 12.94% | 19.02%-6.1pp | 5144.19%-5131.2pp | 116.88%-103.9pp |
| Employer contribution / active EE | $2,218 | $1,883+17.8% | $3,324-33.3% | $2,428-8.6% |
| Participant deferral / active EE | $4,549 | $2,772+64.1% | $4,615-1.4% | $4,046+12.4% |
| Admin fee / account holder | $453 | $673-32.7% | $7,494-94.0% | $627-27.7% |