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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 29 · EIN 74-1625348 | Legal | $21,661 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,668 | $50,815-61.3% | $155,509-87.4% | $77,643-74.7% |
| Participation rate | 87.6% | 63.1%+24.5pp | 78.2%+9.5pp | 70.6%+17.1pp |
| Annual return | 7.38% | 34.80%-27.4pp | 64.67%-57.3pp | 31.24%-23.9pp |
| Employer contribution / active EE | $2,273 | $1,993+14.1% | $4,672-51.4% | $2,726-16.6% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $45 | $437-89.8% | $15,912-99.7% | $430-89.7% |