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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 | $36,002-11.2% | $161,489-80.2% | $64,728-50.6% |
| Participation rate | 90.8% | 57.4%+33.3pp | 78.7%+12.1pp | 57.9%+32.9pp |
| Annual return | 5.18% | 33.93%-28.7pp | 89.72%-84.5pp | 49.38%-44.2pp |
| Employer contribution / active EE | $1,954 | $1,380+41.7% | $4,268-54.2% | $2,243-12.9% |
| Participant deferral / active EE | $3,674 | $1,815+102.4% | $5,630-34.7% | $2,729+34.6% |
| Admin fee / account holder | $125 | $931-86.6% | $16,006-99.2% | $1,145-89.1% |