| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $13,433 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $0 |
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 | $99,296 | $44,989+120.7% | $170,435-41.7% | $77,958+27.4% |
| Participation rate | 97.0% | 64.6%+32.4pp | 83.6%+13.4pp | 71.6%+25.3pp |
| Annual return | 15.85% | 19.61%-3.8pp | 205.94%-190.1pp | 20.87%-5.0pp |
| Employer contribution / active EE | $9,398 | $1,466+541.0% | $5,432+73.0% | $2,310+306.8% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $16 | $69-76.6% | $13,881-99.9% | $97-83.4% |