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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 | $43,496+30.2% | $161,489-64.9% | $64,340-12.0% |
| Participation rate | 59.3% | 53.5%+5.8pp | 78.7%-19.4pp | 55.2%+4.1pp |
| Annual return | 11.91% | 20.76%-8.8pp | 89.72%-77.8pp | 24.14%-12.2pp |
| Employer contribution / active EE | $923 | $1,431-35.5% | $4,268-78.4% | $1,862-50.4% |
| Participant deferral / active EE | $2,931 | $1,996+46.9% | $5,630-47.9% | $2,980-1.6% |
| Admin fee / account holder | $412 | $2,330-82.3% | $16,006-97.4% | $3,703-88.9% |