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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 | $43,496-54.0% | $161,489-87.6% | $64,340-68.9% |
| Participation rate | 100.0% | 53.5%+46.5pp | 78.7%+21.3pp | 55.2%+44.8pp |
| Annual return | 7.38% | 20.76%-13.4pp | 89.72%-82.3pp | 24.14%-16.8pp |
| Employer contribution / active EE | $1,921 | $1,431+34.3% | $4,268-55.0% | $1,862+3.2% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $27 | $2,330-98.8% | $16,006-99.8% | $3,703-99.3% |