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 | $75,329 |
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 | $24,927 | $62,928-60.4% | $172,755-85.6% | $67,579-63.1% |
| Participation rate | 75.2% | 64.5%+10.7pp | 82.6%-7.4pp | 71.3%+3.9pp |
| Annual return | 19.90% | 30.36%-10.5pp | 802.94%-783.0pp | 378.56%-358.7pp |
| Employer contribution / active EE | $538 | $1,636-67.1% | $5,144-89.5% | $2,148-74.9% |
| Participant deferral / active EE | $1,751 | $2,145-18.4% | $5,198-66.3% | $3,539-50.5% |
| Admin fee / account holder | $102 | $167-38.9% | $13,955-99.3% | $142-28.5% |