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 | $88,818 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,503 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,934 | $46,332+31.5% | $143,799-57.6% | $64,819-6.0% |
| Participation rate | 77.2% | 64.2%+12.9pp | 80.3%-3.1pp | 71.5%+5.7pp |
| Annual return | 4.49% | -10.05%+14.5pp | -0.04%+4.5pp | 32.84%-28.3pp |
| Employer contribution / active EE | $2,588 | $1,911+35.4% | $4,952-47.7% | $2,507+3.2% |
| Participant deferral / active EE | $4,929 | $2,647+86.2% | $5,638-12.6% | $4,311+14.3% |
| Admin fee / account holder | $213 | $154+38.4% | $14,677-98.5% | $188+13.3% |