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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 | $45,343+24.9% | $150,298-62.3% | $67,986-16.7% |
| Participation rate | 59.3% | 51.9%+7.5pp | 77.8%-18.4pp | 57.2%+2.1pp |
| Annual return | 11.91% | 33.28%-21.4pp | 62.79%-50.9pp | 31.67%-19.8pp |
| Employer contribution / active EE | $923 | $1,462-36.9% | $4,154-77.8% | $2,019-54.3% |
| Participant deferral / active EE | $2,931 | $2,055+42.7% | $5,453-46.2% | $3,358-12.7% |
| Admin fee / account holder | $412 | $2,250-81.7% | $14,116-97.1% | $3,203-87.1% |