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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $173,750 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $1,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,438 | $113,568-36.2% | $67,560+7.2% | $200,096-63.8% |
| Participation rate | 51.7% | 73.3%-21.7pp | 72.9%-21.3pp | 72.0%-20.3pp |
| Annual return | 12.58% | 15.88%-3.3pp | 3533.50%-3520.9pp | 34.26%-21.7pp |
| Employer contribution / active EE | $1,066 | $3,409-68.7% | $2,737-61.1% | $3,038-64.9% |
| Participant deferral / active EE | $1,718 | $4,163-58.7% | $4,004-57.1% | $5,090-66.2% |
| Admin fee / account holder | $244 | $102+138.6% | $3,994-93.9% | $269-9.3% |