Filed May 11, 2022 (most recent of 4 filings on file)
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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $312,289 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INS CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $13,850 |
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 | $37,514 | $53,204-29.5% | $155,556-75.9% | $200,096-81.3% |
| Participation rate | 91.3% | 64.1%+27.2pp | 78.2%+13.1pp | 72.0%+19.3pp |
| Annual return | 13.51% | 41.02%-27.5pp | 64.84%-51.3pp | 34.26%-20.7pp |
| Employer contribution / active EE | $1,904 | $1,850+2.9% | $4,675-59.3% | $3,038-37.3% |
| Participant deferral / active EE | $3,471 | $3,163+9.7% | $5,631-38.4% | $5,090-31.8% |
| Admin fee / account holder | $51 | $186-72.6% | $15,885-99.7% | $269-81.1% |