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 | $171,364 |
Filed as: VARIABLE ANNUITY LIFE INS CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $21,101 |
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 | $21,110 | $45,382-53.5% | $154,110-86.3% | $75,289-72.0% |
| Participation rate | 94.7% | 65.9%+28.8pp | 83.0%+11.7pp | 72.4%+22.3pp |
| Annual return | -1.35% | -0.47%-0.9pp | 735.22%-736.6pp | -0.04%-1.3pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,679 | $2,384+12.4% | $5,081-47.3% | $3,739-28.4% |
| Admin fee / account holder | $40 | $89-55.6% | $13,412-99.7% | $102-61.2% |