Filed February 7, 2020 (most recent of 2 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 | $151,178 |
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 | $18,879 | $43,110-56.2% | $156,551-87.9% | $65,292-71.1% |
| Participation rate | 98.0% | 69.3%+28.7pp | 84.0%+14.0pp | 72.4%+25.6pp |
| Annual return | 12.73% | 11.24%+1.5pp | 32.23%-19.5pp | 11.84%+0.9pp |
| Employer contribution / active EE | $1,491 | $1,702-12.4% | $5,501-72.9% | $2,302-35.2% |
| Participant deferral / active EE | $2,988 | $2,520+18.6% | $4,871-38.6% | $3,579-16.5% |
| Admin fee / account holder | $14 | $47-70.0% | $13,028-99.9% | $57-75.3% |