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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,668 | $50,812-61.3% | $155,602-87.4% | $77,692-74.7% |
| Participation rate | 87.6% | 63.1%+24.5pp | 78.2%+9.4pp | 70.6%+17.1pp |
| Annual return | 7.38% | 34.85%-27.5pp | 64.81%-57.4pp | 31.25%-23.9pp |
| Employer contribution / active EE | $2,273 | $1,989+14.3% | $4,675-51.4% | $2,726-16.6% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,629-100.0% | $4,648-100.0% |
| Admin fee / account holder | $45 | $436-89.8% | $15,923-99.7% | $431-89.7% |