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 | $204,649 |
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 | $23,782 | $48,835-51.3% | $170,435-86.0% | $177,276-86.6% |
| Participation rate | 97.4% | 72.1%+25.3pp | 83.6%+13.8pp | 74.8%+22.6pp |
| Annual return | 18.65% | 19.44%-0.8pp | 205.94%-187.3pp | 21.25%-2.6pp |
| Employer contribution / active EE | $1,535 | $1,798-14.7% | $5,432-71.8% | $2,479-38.1% |
| Participant deferral / active EE | $3,135 | $2,757+13.7% | $4,939-36.5% | $3,881-19.2% |
| Admin fee / account holder | $19 | $52-63.8% | $13,881-99.9% | $154-87.8% |