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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $4,705 |
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 | $31,002 | $47,977-35.4% | $154,111-79.9% | $56,287-44.9% |
| Participation rate | 88.6% | 66.2%+22.5pp | 83.0%+5.6pp | 69.9%+18.8pp |
| Annual return | -5.52% | 3.54%-9.1pp | 735.18%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,424 | $2,169-34.3% | $5,298-73.1% | $2,111-32.5% |
| Participant deferral / active EE | $3,364 | $2,392+40.6% | $5,081-33.8% | $3,350+0.4% |
| Admin fee / account holder | $20 | $438-95.5% | $13,411-99.9% | $521-96.2% |