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| 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 | $50,812-25.9% | $155,602-75.8% | $77,692-51.6% |
| Participation rate | 59.0% | 63.1%-4.1pp | 78.2%-19.2pp | 70.6%-11.5pp |
| Annual return | 16.89% | 34.85%-18.0pp | 64.81%-47.9pp | 31.25%-14.4pp |
| Employer contribution / active EE | $950 | $1,989-52.2% | $4,675-79.7% | $2,726-65.1% |
| Participant deferral / active EE | $3,101 | $2,822+9.9% | $5,629-44.9% | $4,648-33.3% |
| Admin fee / account holder | $114 | $436-73.8% | $15,923-99.3% | $431-73.4% |