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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 | $41,016-51.3% | $152,093-86.9% | $64,097-68.8% |
| Participation rate | 100.0% | 51.3%+48.7pp | 77.8%+22.2pp | 55.2%+44.8pp |
| Annual return | 7.38% | 39.60%-32.2pp | 66.36%-59.0pp | 34.64%-27.3pp |
| Employer contribution / active EE | $1,921 | $1,342+43.1% | $4,175-54.0% | $1,891+1.6% |
| Participant deferral / active EE | $0 | $1,927-100.0% | $5,451-100.0% | $3,080-100.0% |
| Admin fee / account holder | $27 | $2,305-98.8% | $14,497-99.8% | $3,454-99.2% |