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 | $216,902 |
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $17,664 |
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 | $29,073 | $56,095-48.2% | $178,510-83.7% | $90,274-67.8% |
| Participation rate | 83.5% | 65.6%+17.9pp | 81.9%+1.5pp | 73.4%+10.1pp |
| Annual return | 15.17% | 28.81%-13.6pp | 151.13%-136.0pp | 53.97%-38.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $2,809 | $2,669+5.3% | $5,202-46.0% | $4,231-33.6% |
| Admin fee / account holder | $45 | $101-55.3% | $13,988-99.7% | $114-60.5% |