Filed November 20, 2017 (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 | $92,208 |
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 | $19,290 | $50,902-62.1% | $155,534-87.6% | $77,736-75.2% |
| Participation rate | 86.4% | 63.1%+23.3pp | 78.2%+8.2pp | 70.6%+15.8pp |
| Annual return | 11.26% | 34.85%-23.6pp | 64.92%-53.7pp | 31.26%-20.0pp |
| Employer contribution / active EE | $640 | $1,991-67.9% | $4,675-86.3% | $2,728-76.5% |
| Participant deferral / active EE | $2,325 | $2,824-17.7% | $5,630-58.7% | $4,651-50.0% |
| Admin fee / account holder | $83 | $437-81.0% | $15,900-99.5% | $433-80.8% |