| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $31,125 |
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $16,441 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,847 | $37,117-19.6% | $147,618-79.8% | $55,191-45.9% |
| Participation rate | 73.8% | 63.6%+10.2pp | 84.6%-10.8pp | 69.2%+4.7pp |
| Annual return | 0.15% | 3.44%-3.3pp | 61.98%-61.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,685 | $1,620+4.0% | $5,564-69.7% | $1,899-11.3% |
| Participant deferral / active EE | $1,365 | $1,985-31.3% | $4,895-72.1% | $3,046-55.2% |
| Admin fee / account holder | $88 | $86+2.7% | $11,612-99.2% | $91-3.2% |