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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $73,645 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,469 | $91,680-51.5% | $67,524-34.1% | $77,692-42.8% |
| Participation rate | 82.6% | 76.0%+6.6pp | 72.9%+9.7pp | 70.6%+12.0pp |
| Annual return | 14.90% | 14.87%0pp | 3519.41%-3504.5pp | 31.25%-16.4pp |
| Employer contribution / active EE | $0 | $3,186-100.0% | $2,734-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,858 | $3,909-1.3% | $4,001-3.6% | $4,648-17.0% |
| Admin fee / account holder | $61 | $176-65.6% | $4,001-98.5% | $431-85.9% |