| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $63,750 |
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $62,553 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,507 | $44,989-27.7% | $170,435-80.9% | $77,958-58.3% |
| Participation rate | 81.2% | 64.6%+16.6pp | 83.6%-2.4pp | 71.6%+9.6pp |
| Annual return | 13.09% | 19.61%-6.5pp | 205.94%-192.8pp | 20.87%-7.8pp |
| Employer contribution / active EE | $1,854 | $1,466+26.5% | $5,432-65.9% | $2,310-19.7% |
| Participant deferral / active EE | $1,703 | $2,208-22.9% | $4,939-65.5% | $3,537-51.8% |
| Admin fee / account holder | $69 | $690% | $13,881-99.5% | $97-29.2% |