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 | $237,738 |
Filed as: VARIABLE ANNUITY LIFE INS CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $19,543 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,901 | $67,512-52.7% | $185,854-82.8% | $93,010-65.7% |
| Participation rate | 96.0% | 67.1%+28.9pp | 81.7%+14.3pp | 73.9%+22.1pp |
| Annual return | 14.76% | 21.04%-6.3pp | 122.12%-107.4pp | 158.70%-143.9pp |
| Employer contribution / active EE | $2,047 | $1,783+14.8% | $5,169-60.4% | $2,705-24.3% |
| Participant deferral / active EE | $2,842 | $3,035-6.4% | $5,569-49.0% | $4,561-37.7% |
| Admin fee / account holder | $47 | $318-85.1% | $16,246-99.7% | $152-68.8% |