Filed November 5, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $239,398 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $6,721 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,798 | $53,204-10.2% | $155,556-69.3% | $200,096-76.1% |
| Participation rate | 68.5% | 64.1%+4.4pp | 78.2%-9.7pp | 72.0%-3.5pp |
| Annual return | 12.77% | 41.02%-28.3pp | 64.84%-52.1pp | 34.26%-21.5pp |
| Employer contribution / active EE | $793 | $1,850-57.1% | $4,675-83.0% | $3,038-73.9% |
| Participant deferral / active EE | $2,053 | $3,163-35.1% | $5,631-63.5% | $5,090-59.7% |
| Admin fee / account holder | $93 | $186-50.2% | $15,885-99.4% | $269-65.6% |