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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $27,282 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $6,910 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,210 | $50,919-52.5% | $155,556-84.4% | $77,762-68.9% |
| Participation rate | 77.8% | 63.1%+14.7pp | 78.2%-0.4pp | 70.6%+7.2pp |
| Annual return | 9.19% | 34.84%-25.6pp | 64.84%-55.6pp | 31.27%-22.1pp |
| Employer contribution / active EE | $654 | $1,991-67.1% | $4,675-86.0% | $2,728-76.0% |
| Participant deferral / active EE | $1,109 | $2,824-60.7% | $5,631-80.3% | $4,651-76.2% |
| Admin fee / account holder | $73 | $437-83.4% | $15,885-99.5% | $433-83.2% |