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 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $12,371 |
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 | $34,922 | $73,863-52.7% | $143,797-75.7% | $68,490-49.0% |
| Participation rate | 97.5% | 66.7%+30.9pp | 80.3%+17.2pp | 67.9%+29.6pp |
| Annual return | -14.79% | 0.91%-15.7pp | -0.04%-14.8pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,400 | $3,185-56.0% | $4,952-71.7% | $2,597-46.1% |
| Participant deferral / active EE | $4,894 | $3,385+44.6% | $5,638-13.2% | $4,028+21.5% |
| Admin fee / account holder | $91 | $5,756-98.4% | $14,679-99.4% | $5,403-98.3% |