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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE LIFE INSURANCE Service code 19 · EIN 74-1625358 | Securities Custodian | $9,092 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,987 | $45,343-55.9% | $150,298-86.7% | $67,986-70.6% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 7.38% | 33.28%-25.9pp | 62.79%-55.4pp | 31.67%-24.3pp |
| Employer contribution / active EE | $1,921 | $1,462+31.4% | $4,154-53.7% | $2,019-4.8% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $27 | $2,250-98.8% | $14,116-99.8% | $3,203-99.2% |