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: VARIABLE ANNUITY LIFE INSURANCE CO Service code 15 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Recordkeeping | $7,047 |
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.
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 | $39,200 | $52,450-25.3% | $129,384-69.7% | $74,459-47.4% |
| Participation rate | 33.5% | 53.8%-20.4pp | 69.6%-36.2pp | 67.2%-33.7pp |
| Annual return | 10.14% | 15.65%-5.5pp | 9461.77%-9451.6pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,556 | $2,797-44.4% | $4,166-62.6% | $4,350-64.2% |
| Admin fee / account holder | $30 | $2,636-98.9% | $7,686-99.6% | $1,945-98.4% |