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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $135,338 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $3,039 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,892 | $95,542+4.6% | $69,461+43.8% | $67,579+47.8% |
| Participation rate | 99.7% | 79.4%+20.4pp | 74.6%+25.1pp | 71.3%+28.5pp |
| Annual return | 16.49% | 17.67%-1.2pp | 28.97%-12.5pp | 378.56%-362.1pp |
| Employer contribution / active EE | $3,355 | $2,989+12.3% | $2,779+20.7% | $2,148+56.2% |
| Participant deferral / active EE | $5,664 | $3,263+73.6% | $3,536+60.2% | $3,539+60.0% |
| Admin fee / account holder | $356 | $90+296.5% | $3,840-90.7% | $142+150.3% |