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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $2,698 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,730 | $181,062-66.5% | $158,223-61.6% | $155,188-60.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 5.81% | 57.39%-51.6pp | 52.09%-46.3pp | 148.84%-143.0pp |
| Employer contribution / active EE | $1,717 | $4,565-62.4% | $4,109-58.2% | $4,248-59.6% |
| Participant deferral / active EE | $2,672 | $6,134-56.4% | $5,467-51.1% | $6,531-59.1% |
| Admin fee / account holder | $16 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |