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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $6,903 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,178 | $65,092-32.1% | $143,799-69.3% | $66,938-34.0% |
| Participation rate | 77.9% | 65.2%+12.7pp | 80.3%-2.4pp | 69.8%+8.1pp |
| Annual return | -13.36% | -11.14%-2.2pp | -0.04%-13.3pp | 1.58%-14.9pp |
| Employer contribution / active EE | $2,435 | $2,362+3.1% | $4,952-50.8% | $2,545-4.3% |
| Participant deferral / active EE | $3,305 | $2,920+13.2% | $5,638-41.4% | $4,238-22.0% |
| Admin fee / account holder | $25 | $502-95.1% | $14,677-99.8% | $594-95.8% |