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 26 · EIN 74-1625348 | Advisory (Participants) | $4,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,564 | $36,916-44.3% | $156,551-86.9% | $57,658-64.3% |
| Participation rate | 36.9% | 63.4%-26.6pp | 84.0%-47.1pp | 70.2%-33.4pp |
| Annual return | 7.60% | 12.38%-4.8pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $2 | $1,571-99.9% | $5,501-100.0% | $1,974-99.9% |
| Participant deferral / active EE | $1,091 | $1,926-43.3% | $4,871-77.6% | $3,061-64.4% |
| Admin fee / account holder | $16 | $82-80.9% | $13,028-99.9% | $95-83.3% |