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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $4,643 |
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 | $52,835 | $47,105+12.2% | $68,368-22.7% | $67,986-22.3% |
| Participation rate | 97.0% | 51.8%+45.2pp | 73.8%+23.2pp | 57.2%+39.7pp |
| Annual return | 11.50% | 48.37%-36.9pp | 292.57%-281.1pp | 31.67%-20.2pp |
| Employer contribution / active EE | $5,929 | $1,859+219.0% | $2,649+123.8% | $2,019+193.7% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $4,123-100.0% | $3,358-100.0% |
| Admin fee / account holder | $19 | $2,435-99.2% | $5,150-99.6% | $3,203-99.4% |