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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 | $5,404 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,780 | $58,888-29.1% | $178,499-76.6% | $73,493-43.2% |
| Participation rate | 81.4% | 66.2%+15.2pp | 81.9%-0.5pp | 70.7%+10.8pp |
| Annual return | 12.20% | 24.86%-12.7pp | 151.10%-138.9pp | 28.51%-16.3pp |
| Employer contribution / active EE | $1,600 | $2,236-28.4% | $5,011-68.1% | $2,270-29.5% |
| Participant deferral / active EE | $3,439 | $2,568+33.9% | $5,202-33.9% | $3,740-8.0% |
| Admin fee / account holder | $20 | $400-95.0% | $13,986-99.9% | $513-96.1% |