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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,347 | $50,919-71.8% | $155,556-90.8% | $77,762-81.6% |
| Participation rate | 87.3% | 63.1%+24.2pp | 78.2%+9.1pp | 70.6%+16.7pp |
| Annual return | 11.92% | 34.84%-22.9pp | 64.84%-52.9pp | 31.27%-19.3pp |
| Employer contribution / active EE | $1,086 | $1,991-45.5% | $4,675-76.8% | $2,728-60.2% |
| Participant deferral / active EE | $934 | $2,824-66.9% | $5,631-83.4% | $4,651-79.9% |
| Admin fee / account holder | $0 | $437-100.0% | $15,885-100.0% | $433-100.0% |