Filed May 11, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $160,001 |
Filed as: VARIABLE ANNUITY LIFE INS CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $23,212 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,227 | $37,039-45.4% | $147,618-86.3% | $59,188-65.8% |
| Participation rate | 88.3% | 63.8%+24.6pp | 84.6%+3.7pp | 69.4%+18.9pp |
| Annual return | -0.81% | 7.19%-8.0pp | 61.98%-62.8pp | 5.51%-6.3pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $2,714 | $2,094+29.6% | $4,895-44.6% | $3,265-16.9% |
| Admin fee / account holder | $48 | $60-21.0% | $11,612-99.6% | $92-48.4% |