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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $72,711 |
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $7,694 |
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 | $173,249 | $46,173+275.2% | $170,435+1.7% | $69,631+148.8% |
| Participation rate | 27.7% | 63.9%-36.2pp | 83.6%-55.9pp | 70.7%-43.0pp |
| Annual return | 10.65% | 21.62%-11.0pp | 205.94%-195.3pp | 27571.02%-27560.4pp |
| Employer contribution / active EE | $2,363 | $1,610+46.8% | $5,432-56.5% | $2,032+16.3% |
| Participant deferral / active EE | $4,680 | $2,080+125.0% | $4,939-5.2% | $3,224+45.2% |
| Admin fee / account holder | $181 | $116+56.0% | $13,881-98.7% | $110+63.8% |