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 37 · EIN 74-1625348 | Loan Processing | $136,331 |
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 | $37,634 | $50,919-26.1% | $155,556-75.8% | $77,762-51.6% |
| Participation rate | 59.0% | 63.1%-4.0pp | 78.2%-19.2pp | 70.6%-11.5pp |
| Annual return | 16.89% | 34.84%-17.9pp | 64.84%-48.0pp | 31.27%-14.4pp |
| Employer contribution / active EE | $950 | $1,991-52.3% | $4,675-79.7% | $2,728-65.2% |
| Participant deferral / active EE | $3,101 | $2,824+9.8% | $5,631-44.9% | $4,651-33.3% |
| Admin fee / account holder | $114 | $437-73.8% | $15,885-99.3% | $433-73.6% |