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 | $102,279 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,973 | $50,815-56.8% | $155,509-85.9% | $77,643-71.7% |
| Participation rate | 53.9% | 63.1%-9.2pp | 78.2%-24.3pp | 70.6%-16.7pp |
| Annual return | 9.72% | 34.80%-25.1pp | 64.67%-54.9pp | 31.24%-21.5pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,959 | $2,822-30.6% | $5,626-65.2% | $4,647-57.8% |
| Admin fee / account holder | $146 | $437-66.5% | $15,912-99.1% | $430-66.1% |