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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $6,251 |
Participant contribution per participant 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 | $53,059 | $81,331-34.8% | $155,534-65.9% | $80,935-34.4% |
| Participation rate | 96.6% | 66.3%+30.4pp | 78.2%+18.4pp | 67.7%+29.0pp |
| Annual return | 11.70% | 33.37%-21.7pp | 64.92%-53.2pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,829 | $3,105-41.1% | $4,675-60.9% | $2,757-33.7% |
| Participant deferral / active EE | $342 | $3,454-90.1% | $5,630-93.9% | $4,299-92.0% |
| Admin fee / account holder | $47 | $7,999-99.4% | $15,900-99.7% | $6,924-99.3% |