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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $173,932 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $3,556 |
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 | $93,551 | $70,083+33.5% | $59,887+56.2% | $55,725+67.9% |
| Participation rate | 99.8% | 78.4%+21.4pp | 74.7%+25.1pp | 70.9%+28.9pp |
| Annual return | -3.05% | 3.13%-6.2pp | 3.46%-6.5pp | 244.93%-248.0pp |
| Employer contribution / active EE | $3,011 | $2,878+4.6% | $2,722+10.6% | $2,078+44.9% |
| Participant deferral / active EE | $4,893 | $3,079+58.9% | $3,402+43.8% | $3,356+45.8% |
| Admin fee / account holder | $293 | $70+317.2% | $3,591-91.8% | $115+154.7% |