Filed May 11, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $132,893 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,821 | $53,204-34.6% | $155,556-77.6% | $200,096-82.6% |
| Participation rate | 94.5% | 64.1%+30.4pp | 78.2%+16.3pp | 72.0%+22.5pp |
| Annual return | 12.92% | 41.02%-28.1pp | 64.84%-51.9pp | 34.26%-21.3pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $43 | $186-76.7% | $15,885-99.7% | $269-83.9% |