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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $68,252 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,420 | $55,470-56.0% | $155,556-84.3% | $74,478-67.2% |
| Participation rate | 70.0% | 61.9%+8.1pp | 78.2%-8.2pp | 67.2%+2.8pp |
| Annual return | 12.46% | 269.80%-257.3pp | 64.84%-52.4pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,197 | $2,267-47.2% | $4,675-74.4% | $2,626-54.4% |
| Participant deferral / active EE | $1,903 | $2,838-33.0% | $5,631-66.2% | $4,350-56.3% |
| Admin fee / account holder | $419 | $1,744-76.0% | $15,885-97.4% | $1,946-78.5% |