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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $73,795 |
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $5,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $174,628 | $36,916+373.0% | $156,551+11.5% | $57,658+202.9% |
| Participation rate | 26.3% | 63.4%-37.1pp | 84.0%-57.7pp | 70.2%-43.9pp |
| Annual return | -3.86% | 12.38%-16.2pp | 32.23%-36.1pp | 5.13%-9.0pp |
| Employer contribution / active EE | $2,367 | $1,571+50.7% | $5,501-57.0% | $1,974+19.9% |
| Participant deferral / active EE | $4,613 | $1,926+139.6% | $4,871-5.3% | $3,061+50.7% |
| Admin fee / account holder | $170 | $82+105.6% | $13,028-98.7% | $95+79.4% |