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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $57,961 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $7,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,576 | $61,391-25.8% | $149,723-69.6% | $71,529-36.3% |
| Participation rate | 65.8% | 62.5%+3.3pp | 78.8%-13.0pp | 67.9%-2.2pp |
| Annual return | 10.97% | 35.88%-24.9pp | 134.50%-123.5pp | 28.97%-18.0pp |
| Employer contribution / active EE | $951 | $2,384-60.1% | $4,821-80.3% | $2,590-63.3% |
| Participant deferral / active EE | $2,954 | $2,921+1.1% | $5,682-48.0% | $4,291-31.2% |
| Admin fee / account holder | $287 | $1,264-77.3% | $13,215-97.8% | $1,588-81.9% |