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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $56,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,494 | $57,752+87.9% | $112,273-3.4% | $71,511+51.7% |
| Participation rate | 60.6% | 58.8%+1.7pp | 72.4%-11.9pp | 67.9%-7.4pp |
| Annual return | 14.88% | 18.25%-3.4pp | 30.23%-15.4pp | 28.86%-14.0pp |
| Employer contribution / active EE | $2,118 | $1,912+10.8% | $3,431-38.3% | $2,589-18.2% |
| Participant deferral / active EE | $4,403 | $2,860+54.0% | $4,800-8.3% | $4,291+2.6% |
| Admin fee / account holder | $257 | $1,586-83.8% | $7,752-96.7% | $1,588-83.8% |