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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $10,587 |
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 | $16,979 | $81,331-79.1% | $155,534-89.1% | $80,935-79.0% |
| Participation rate | 79.1% | 66.3%+12.9pp | 78.2%+0.9pp | 67.7%+11.5pp |
| Annual return | 9.38% | 33.37%-24.0pp | 64.92%-55.5pp | 35.66%-26.3pp |
| Employer contribution / active EE | $1,488 | $3,105-52.1% | $4,675-68.2% | $2,757-46.0% |
| Participant deferral / active EE | $1,180 | $3,454-65.8% | $5,630-79.0% | $4,299-72.5% |
| Admin fee / account holder | $62 | $7,999-99.2% | $15,900-99.6% | $6,924-99.1% |