| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $10,034 |
Filed as: VALIC RETIREMENT SERVICES Service code 19 · EIN 51-0396365 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,475 | $45,382+125.8% | $154,110-33.5% | $75,289+36.1% |
| Participation rate | 73.6% | 65.9%+7.7pp | 83.0%-9.4pp | 72.4%+1.2pp |
| Annual return | -2.78% | -0.47%-2.3pp | 735.22%-738.0pp | -0.04%-2.7pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $9,081 | $2,384+280.9% | $5,081+78.7% | $3,739+142.9% |
| Admin fee / account holder | $21 | $89-76.0% | $13,412-99.8% | $102-79.1% |