Filed May 11, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INS CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $209,722 |
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $19,765 |
Employer contribution per participant 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 | $24,182 | $47,456-49.0% | $172,757-86.0% | $77,775-68.9% |
| Participation rate | 95.0% | 66.3%+28.8pp | 82.6%+12.4pp | 73.2%+21.8pp |
| Annual return | 20.56% | 35.57%-15.0pp | 803.06%-782.5pp | 32.58%-12.0pp |
| Employer contribution / active EE | $36 | $1,574-97.7% | $5,144-99.3% | $2,504-98.6% |
| Participant deferral / active EE | $2,899 | $2,560+13.3% | $5,198-44.2% | $3,966-26.9% |
| Admin fee / account holder | $43 | $81-46.4% | $13,956-99.7% | $100-56.7% |