| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $72,943 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $59,073 |
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 | $31,707 | $56,095-43.5% | $178,510-82.2% | $90,274-64.9% |
| Participation rate | 71.7% | 65.6%+6.2pp | 81.9%-10.2pp | 73.4%-1.6pp |
| Annual return | 11.08% | 28.81%-17.7pp | 151.13%-140.0pp | 53.97%-42.9pp |
| Employer contribution / active EE | $2,167 | $1,572+37.8% | $5,011-56.8% | $2,523-14.1% |
| Participant deferral / active EE | $1,944 | $2,669-27.2% | $5,202-62.6% | $4,231-54.1% |
| Admin fee / account holder | $63 | $101-37.4% | $13,988-99.5% | $114-44.8% |