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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 | $4,998 |
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 | $37,644 | $52,961-28.9% | $172,752-78.2% | $65,185-42.3% |
| Participation rate | 76.8% | 66.2%+10.6pp | 82.6%-5.9pp | 70.2%+6.6pp |
| Annual return | 21.98% | 30.12%-8.1pp | 802.97%-781.0pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,300 | $2,190-40.6% | $5,144-74.7% | $2,177-40.3% |
| Participant deferral / active EE | $2,889 | $2,471+16.9% | $5,198-44.4% | $3,514-17.8% |
| Admin fee / account holder | $19 | $472-95.9% | $13,955-99.9% | $847-97.7% |