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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $86,457 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $5,487 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,977 | $36,904-13.4% | $158,223-79.8% | $65,191-50.9% |
| Participation rate | 90.8% | 62.1%+28.7pp | 79.2%+11.6pp | 63.0%+27.8pp |
| Annual return | 5.18% | 24.43%-19.2pp | 52.09%-46.9pp | 51.24%-46.1pp |
| Employer contribution / active EE | $1,954 | $1,489+31.2% | $4,109-52.4% | $2,400-18.6% |
| Participant deferral / active EE | $3,674 | $1,936+89.8% | $5,467-32.8% | $2,671+37.5% |
| Admin fee / account holder | $125 | $793-84.2% | $16,047-99.2% | $907-86.2% |