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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 | $46,688-57.2% | $189,758-89.5% | $69,733-71.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 79.8%+20.2pp | 62.5%+37.5pp |
| Annual return | 7.38% | 14.35%-7.0pp | 52.62%-45.2pp | 15.22%-7.8pp |
| Employer contribution / active EE | $1,921 | $1,695+13.4% | $4,767-59.7% | $2,250-14.6% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $27 | $1,700-98.4% | $20,388-99.9% | $3,102-99.1% |