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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $62,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,103 | $62,409+87.6% | $120,524-2.8% | $74,429+57.3% |
| Participation rate | 69.9% | 56.8%+13.2pp | 71.9%-2.0pp | 67.2%+2.7pp |
| Annual return | 11.73% | 18.62%-6.9pp | 107.36%-95.6pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $2,218 | $1,847+20.1% | $3,469-36.1% | $2,625-15.5% |
| Participant deferral / active EE | $4,341 | $2,888+50.3% | $4,994-13.1% | $4,348-0.2% |
| Admin fee / account holder | $282 | $2,394-88.2% | $9,440-97.0% | $1,944-85.5% |