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: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $7,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,992 | $50,902-45.0% | $155,534-82.0% | $77,736-64.0% |
| Participation rate | 48.2% | 63.1%-14.9pp | 78.2%-30.0pp | 70.6%-22.4pp |
| Annual return | 12.59% | 34.85%-22.3pp | 64.92%-52.3pp | 31.26%-18.7pp |
| Employer contribution / active EE | $672 | $1,991-66.2% | $4,675-85.6% | $2,728-75.3% |
| Participant deferral / active EE | $2,276 | $2,824-19.4% | $5,630-59.6% | $4,651-51.1% |
| Admin fee / account holder | $19 | $437-95.7% | $15,900-99.9% | $433-95.7% |