| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $60,209 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $56,743 |
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 | $29,616 | $45,382-34.7% | $154,110-80.8% | $75,289-60.7% |
| Participation rate | 83.3% | 65.9%+17.4pp | 83.0%+0.2pp | 72.4%+10.9pp |
| Annual return | -4.58% | -0.47%-4.1pp | 735.22%-739.8pp | -0.04%-4.5pp |
| Employer contribution / active EE | $1,816 | $1,533+18.5% | $5,298-65.7% | $2,405-24.5% |
| Participant deferral / active EE | $1,636 | $2,384-31.4% | $5,081-67.8% | $3,739-56.2% |
| Admin fee / account holder | $61 | $89-31.7% | $13,412-99.5% | $102-40.4% |