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 | $164,750 |
Filed as: VARIABLE ANNUITY LIFE INS CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $21,334 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,624 | $44,989-49.7% | $170,435-86.7% | $77,958-71.0% |
| Participation rate | 93.0% | 64.6%+28.4pp | 83.6%+9.4pp | 71.6%+21.4pp |
| Annual return | 15.27% | 19.61%-4.3pp | 205.94%-190.7pp | 20.87%-5.6pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,545 | $2,208+15.3% | $4,939-48.5% | $3,537-28.0% |
| Admin fee / account holder | $46 | $69-33.3% | $13,881-99.7% | $97-52.8% |