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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $155,961 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $1,712 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,965 | $79,151-28.0% | $60,906-6.5% | $64,819-12.1% |
| Participation rate | 86.4% | 77.7%+8.7pp | 73.1%+13.3pp | 71.5%+15.0pp |
| Annual return | -12.72% | -7.12%-5.6pp | 16.94%-29.7pp | 32.84%-45.6pp |
| Employer contribution / active EE | $1,747 | $3,052-42.8% | $2,703-35.4% | $2,507-30.3% |
| Participant deferral / active EE | $2,920 | $3,727-21.6% | $3,814-23.4% | $4,311-32.3% |
| Admin fee / account holder | $180 | $106+70.5% | $3,227-94.4% | $188-4.1% |