Filed April 18, 2023 (most recent of 9 filings on file)
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 Service code 19 · EIN 51-0396365 | Securities Custodian | $125,407 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $35 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,291 | $53,204-48.7% | $155,556-82.5% | $200,096-86.4% |
| Participation rate | 75.7% | 64.1%+11.6pp | 78.2%-2.5pp | 72.0%+3.7pp |
| Annual return | 11.34% | 41.02%-29.7pp | 64.84%-53.5pp | 34.26%-22.9pp |
| Employer contribution / active EE | $2,019 | $1,850+9.1% | $4,675-56.8% | $3,038-33.5% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $29 | $186-84.3% | $15,885-99.8% | $269-89.2% |