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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 | $43,749+29.4% | $158,223-64.2% | $65,306-13.3% |
| Participation rate | 59.3% | 56.9%+2.4pp | 79.2%-19.9pp | 57.7%+1.6pp |
| Annual return | 11.91% | 19.41%-7.5pp | 52.09%-40.2pp | 21.94%-10.0pp |
| Employer contribution / active EE | $923 | $1,497-38.4% | $4,109-77.5% | $1,967-53.1% |
| Participant deferral / active EE | $2,931 | $2,019+45.2% | $5,467-46.4% | $2,959-0.9% |
| Admin fee / account holder | $412 | $1,930-78.6% | $16,047-97.4% | $3,480-88.2% |