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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 | $46,464-31.2% | $150,298-78.7% | $79,634-59.8% |
| Participation rate | 90.8% | 57.0%+33.8pp | 77.8%+13.0pp | 62.5%+28.3pp |
| Annual return | 5.18% | 27.89%-22.7pp | 62.79%-57.6pp | 36.46%-31.3pp |
| Employer contribution / active EE | $1,954 | $1,512+29.3% | $4,154-53.0% | $2,529-22.7% |
| Participant deferral / active EE | $3,674 | $2,157+70.3% | $5,453-32.6% | $3,835-4.2% |
| Admin fee / account holder | $125 | $891-86.0% | $14,116-99.1% | $1,002-87.5% |