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 | $56,080 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,974 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,786 | $52,953+22.3% | $172,739-62.5% | $65,185-0.6% |
| Participation rate | 87.2% | 66.2%+21.0pp | 82.6%+4.6pp | 70.2%+17.0pp |
| Annual return | 5.10% | 30.12%-25.0pp | 802.84%-797.7pp | 29.38%-24.3pp |
| Employer contribution / active EE | $2,421 | $2,190+10.5% | $5,143-52.9% | $2,177+11.2% |
| Participant deferral / active EE | $3,991 | $2,471+61.5% | $5,198-23.2% | $3,514+13.6% |
| Admin fee / account holder | $198 | $472-58.1% | $13,954-98.6% | $847-76.7% |