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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 | $4,267 |
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 | $33,040 | $55,453-40.4% | $170,435-80.6% | $62,293-47.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.94% | 21.38%-7.4pp | 205.94%-192.0pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,854 | $2,164-14.3% | $5,432-65.9% | $2,042-9.2% |
| Participant deferral / active EE | $4,029 | $2,303+75.0% | $4,939-18.4% | $3,169+27.1% |
| Admin fee / account holder | $21 | $455-95.5% | $13,881-99.9% | $479-95.7% |