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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $59,517 |
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $12,888 |
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 | $153,515 | $52,293+193.6% | $178,503-14.0% | $73,412+109.1% |
| Participation rate | 18.8% | 65.3%-46.5pp | 81.9%-63.1pp | 72.2%-53.4pp |
| Annual return | -6.98% | 34.75%-41.7pp | 151.12%-158.1pp | 59.30%-66.3pp |
| Employer contribution / active EE | $454 | $1,736-73.8% | $5,011-90.9% | $2,234-79.7% |
| Participant deferral / active EE | $4,125 | $2,333+76.8% | $5,202-20.7% | $3,806+8.4% |
| Admin fee / account holder | $182 | $127+43.2% | $13,987-98.7% | $158+15.5% |