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 ANNUITY LIFE INSURANCE CO. Service code 15 · EIN 74-1625348 | Recordkeeping | $38,347 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $91 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $55,339 | $36,916+49.9% | $156,551-64.7% | $57,658-4.0% |
| Participation rate | 44.3% | 63.4%-19.1pp | 84.0%-39.7pp | 70.2%-25.9pp |
| Annual return | 7.35% | 12.38%-5.0pp | 32.23%-24.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,312 | $1,571-16.5% | $5,501-76.2% | $1,974-33.5% |
| Participant deferral / active EE | $2,310 | $1,926+20.0% | $4,871-52.6% | $3,061-24.5% |
| Admin fee / account holder | $119 | $82+44.3% | $13,028-99.1% | $95+25.9% |