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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $88,641 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $6,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,631 | $46,688+21.3% | $189,758-70.2% | $69,733-18.8% |
| Participation rate | 59.3% | 61.7%-2.4pp | 79.8%-20.5pp | 62.5%-3.1pp |
| Annual return | 11.91% | 14.35%-2.4pp | 52.62%-40.7pp | 15.22%-3.3pp |
| Employer contribution / active EE | $923 | $1,695-45.6% | $4,767-80.6% | $2,250-59.0% |
| Participant deferral / active EE | $2,931 | $2,143+36.8% | $5,856-49.9% | $3,054-4.0% |
| Admin fee / account holder | $412 | $1,700-75.8% | $20,388-98.0% | $3,102-86.7% |