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 | $110,180 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,997 | $69,238-36.5% | $185,854-76.3% | $101,555-56.7% |
| Participation rate | 99.4% | 73.5%+25.9pp | 81.7%+17.7pp | 74.5%+24.9pp |
| Annual return | 15.55% | 21.26%-5.7pp | 122.12%-106.6pp | 21.00%-5.5pp |
| Employer contribution / active EE | $2,675 | $2,104+27.1% | $5,169-48.2% | $2,972-10.0% |
| Participant deferral / active EE | $4,354 | $3,764+15.7% | $5,569-21.8% | $4,874-10.7% |
| Admin fee / account holder | $9 | $66-87.1% | $16,246-99.9% | $139-93.9% |