Filed January 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $60,893 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $25,852 |
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 | $55,859 | $204,517-72.7% | $69,483-19.6% | $77,775-28.2% |
| Participation rate | 99.7% | 74.6%+25.1pp | 74.6%+25.1pp | 73.2%+26.5pp |
| Annual return | 17.78% | 22.10%-4.3pp | 28.99%-11.2pp | 32.58%-14.8pp |
| Employer contribution / active EE | $3,017 | $3,548-15.0% | $2,780+8.5% | $2,504+20.5% |
| Participant deferral / active EE | $3,521 | $3,478+1.2% | $3,537-0.4% | $3,966-11.2% |
| Admin fee / account holder | $45 | $101-55.7% | $3,841-98.8% | $100-55.4% |