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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77002 | Securities Custodian | $3,417 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,297 | $46,360-45.4% | $147,617-82.9% | $52,331-51.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 0.11% | 1.62%-1.5pp | 61.98%-61.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,364 | $2,126-35.8% | $5,564-75.5% | $1,882-27.5% |
| Participant deferral / active EE | $3,763 | $2,258+66.7% | $4,895-23.1% | $3,022+24.5% |
| Admin fee / account holder | $19 | $766-97.6% | $11,612-99.8% | $592-96.8% |