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 | $73,725 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $596 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,383 | $50,812+12.9% | $155,602-63.1% | $77,692-26.1% |
| Participation rate | 71.5% | 63.1%+8.4pp | 78.2%-6.7pp | 70.6%+0.9pp |
| Annual return | 14.41% | 34.85%-20.4pp | 64.81%-50.4pp | 31.25%-16.8pp |
| Employer contribution / active EE | $2,372 | $1,989+19.3% | $4,675-49.3% | $2,726-13.0% |
| Participant deferral / active EE | $4,605 | $2,822+63.2% | $5,629-18.2% | $4,648-0.9% |
| Admin fee / account holder | $165 | $436-62.2% | $15,923-99.0% | $431-61.7% |