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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $140,508 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $2,384 |
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 | $62,752 | $105,581-40.6% | $70,476-11.0% | $90,274-30.5% |
| Participation rate | 43.0% | 77.5%-34.6pp | 75.1%-32.1pp | 73.4%-30.4pp |
| Annual return | 12.98% | 14.78%-1.8pp | 109.12%-96.1pp | 53.97%-41.0pp |
| Employer contribution / active EE | $1,029 | $3,304-68.9% | $2,738-62.4% | $2,523-59.2% |
| Participant deferral / active EE | $1,649 | $3,813-56.8% | $3,710-55.6% | $4,231-61.0% |
| Admin fee / account holder | $205 | $68+203.3% | $3,847-94.7% | $114+79.6% |