Filed January 15, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $2,348 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $145 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $21,328 | $56,540-62.3% | $185,849-88.5% | $86,821-75.4% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 9.68% | 118.20%-108.5pp | 122.10%-112.4pp | 97.94%-88.3pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $6 | $150-96.1% | $16,244-100.0% | $170-96.6% |