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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $120,797 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,483 | $50,902-44.0% | $155,534-81.7% | $77,736-63.4% |
| Participation rate | 94.7% | 63.1%+31.7pp | 78.2%+16.5pp | 70.6%+24.2pp |
| Annual return | 11.72% | 34.85%-23.1pp | 64.92%-53.2pp | 31.26%-19.5pp |
| Employer contribution / active EE | $1,220 | $1,991-38.7% | $4,675-73.9% | $2,728-55.3% |
| Participant deferral / active EE | $2,772 | $2,824-1.8% | $5,630-50.8% | $4,651-40.4% |
| Admin fee / account holder | $127 | $437-70.8% | $15,900-99.2% | $433-70.6% |