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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $14,068 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,437 | $55,472-52.3% | $155,567-83.0% | $74,546-64.5% |
| Participation rate | 82.1% | 61.9%+20.2pp | 78.2%+3.9pp | 67.2%+14.9pp |
| Annual return | 7.26% | 268.72%-261.5pp | 64.74%-57.5pp | 1366.03%-1358.8pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $80 | $1,743-95.4% | $15,916-99.5% | $1,944-95.9% |