Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $7,310 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,589 | $52,967-76.2% | $172,753-92.7% | $65,186-80.7% |
| Participation rate | 53.4% | 66.2%-12.8pp | 82.6%-29.3pp | 70.2%-16.8pp |
| Annual return | 4.33% | 30.12%-25.8pp | 803.00%-798.7pp | 29.39%-25.1pp |
| Employer contribution / active EE | $459 | $2,190-79.1% | $5,144-91.1% | $2,177-78.9% |
| Participant deferral / active EE | $1,171 | $2,471-52.6% | $5,198-77.5% | $3,514-66.7% |
| Admin fee / account holder | $26 | $472-94.4% | $13,956-99.8% | $847-96.9% |