Filed November 26, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $92,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,302 | $50,919-64.1% | $155,556-88.2% | $77,762-76.5% |
| Participation rate | 68.6% | 63.1%+5.5pp | 78.2%-9.6pp | 70.6%-2.0pp |
| Annual return | 7.88% | 34.84%-27.0pp | 64.84%-57.0pp | 31.27%-23.4pp |
| Employer contribution / active EE | $1,434 | $1,991-28.0% | $4,675-69.3% | $2,728-47.4% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $88 | $437-79.8% | $15,885-99.4% | $433-79.6% |