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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $36,861 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,139 | $73,839-76.8% | $143,788-88.1% | $68,495-75.0% |
| Participation rate | 71.9% | 66.7%+5.2pp | 80.3%-8.4pp | 67.9%+4.0pp |
| Annual return | -17.85% | 1.01%-18.9pp | -0.03%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,146 | $3,184-64.0% | $4,952-76.8% | $2,596-55.8% |
| Participant deferral / active EE | $1,908 | $3,384-43.6% | $5,638-66.2% | $4,028-52.6% |
| Admin fee / account holder | $248 | $5,755-95.7% | $14,675-98.3% | $5,403-95.4% |