Filed January 30, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $30,905 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,897 |
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 | $60,489 | $47,977+26.1% | $154,108-60.7% | $56,289+7.5% |
| Participation rate | 84.5% | 66.2%+18.4pp | 83.0%+1.5pp | 69.9%+14.7pp |
| Annual return | 10.31% | 3.54%+6.8pp | 735.21%-724.9pp | -9.96%+20.3pp |
| Employer contribution / active EE | $2,288 | $2,169+5.5% | $5,298-56.8% | $2,111+8.4% |
| Participant deferral / active EE | $3,647 | $2,392+52.5% | $5,081-28.2% | $3,350+8.9% |
| Admin fee / account holder | $123 | $438-71.9% | $13,411-99.1% | $521-76.4% |