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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $25,111 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,845 | $55,446-31.7% | $155,574-75.7% | $74,429-49.2% |
| Participation rate | 51.3% | 61.9%-10.6pp | 78.2%-26.9pp | 67.2%-15.9pp |
| Annual return | 9.20% | 269.20%-260.0pp | 64.87%-55.7pp | 1368.38%-1359.2pp |
| Employer contribution / active EE | $436 | $2,266-80.8% | $4,676-90.7% | $2,625-83.4% |
| Participant deferral / active EE | $2,932 | $2,836+3.4% | $5,629-47.9% | $4,348-32.6% |
| Admin fee / account holder | $70 | $1,743-96.0% | $15,914-99.6% | $1,944-96.4% |