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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $70,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $105,797 | $62,715+68.7% | $104,299+1.4% | $66,949+58.0% |
| Participation rate | 63.5% | 59.6%+3.9pp | 73.3%-9.7pp | 69.8%-6.3pp |
| Annual return | -13.39% | -14.70%+1.3pp | 24.62%-38.0pp | 1.57%-15.0pp |
| Employer contribution / active EE | $2,132 | $1,976+7.9% | $3,373-36.8% | $2,545-16.2% |
| Participant deferral / active EE | $4,301 | $2,852+50.8% | $4,626-7.0% | $4,239+1.5% |
| Admin fee / account holder | $329 | $657-49.9% | $7,339-95.5% | $594-44.5% |