Filed November 20, 2017 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $76,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,696 | $37,196-30.9% | $154,111-83.3% | $55,725-53.9% |
| Participation rate | 68.3% | 64.1%+4.2pp | 83.0%-14.7pp | 70.9%-2.5pp |
| Annual return | -5.23% | 1319.68%-1324.9pp | 735.18%-740.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $535 | $1,614-66.8% | $5,298-89.9% | $2,078-74.2% |
| Participant deferral / active EE | $1,960 | $2,068-5.2% | $5,081-61.4% | $3,356-41.6% |
| Admin fee / account holder | $123 | $102+20.7% | $13,411-99.1% | $115+6.4% |