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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $63,183 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $9,624 |
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 | $38,710 | $65,125-40.6% | $143,797-73.1% | $66,949-42.2% |
| Participation rate | 74.9% | 65.2%+9.7pp | 80.3%-5.5pp | 69.8%+5.0pp |
| Annual return | -12.58% | -11.13%-1.5pp | -0.04%-12.5pp | 1.57%-14.1pp |
| Employer contribution / active EE | $1,054 | $2,362-55.4% | $4,952-78.7% | $2,545-58.6% |
| Participant deferral / active EE | $3,426 | $2,920+17.3% | $5,638-39.2% | $4,239-19.2% |
| Admin fee / account holder | $303 | $503-39.7% | $14,679-97.9% | $594-48.9% |