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) | $11,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,519 | $55,446-70.2% | $155,574-89.4% | $74,429-77.8% |
| Participation rate | 59.7% | 61.9%-2.2pp | 78.2%-18.5pp | 67.2%-7.5pp |
| Annual return | 13.11% | 269.20%-256.1pp | 64.87%-51.8pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $727 | $2,266-67.9% | $4,676-84.5% | $2,625-72.3% |
| Participant deferral / active EE | $1,749 | $2,836-38.3% | $5,629-68.9% | $4,348-59.8% |
| Admin fee / account holder | $31 | $1,743-98.2% | $15,914-99.8% | $1,944-98.4% |