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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $71,974 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $3,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,121 | $68,408+36.1% | $57,196+62.8% | $57,658+61.5% |
| Participation rate | 60.0% | 79.1%-19.2pp | 75.3%-15.4pp | 70.2%-10.3pp |
| Annual return | 6.41% | 8.51%-2.1pp | 14.59%-8.2pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,870 | $2,869-34.8% | $2,683-30.3% | $1,974-5.3% |
| Participant deferral / active EE | $3,039 | $2,903+4.7% | $3,096-1.9% | $3,061-0.7% |
| Admin fee / account holder | $204 | $70+192.3% | $3,141-93.5% | $95+115.4% |