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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $141,660 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,315 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,563 | $53,204-6.8% | $155,556-68.1% | $200,096-75.2% |
| Participation rate | 90.9% | 64.1%+26.8pp | 78.2%+12.7pp | 72.0%+18.9pp |
| Annual return | 14.46% | 41.02%-26.6pp | 64.84%-50.4pp | 34.26%-19.8pp |
| Employer contribution / active EE | $1,710 | $1,850-7.6% | $4,675-63.4% | $3,038-43.7% |
| Participant deferral / active EE | $4,716 | $3,163+49.1% | $5,631-16.2% | $5,090-7.3% |
| Admin fee / account holder | $49 | $186-73.4% | $15,885-99.7% | $269-81.6% |