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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 | $185,312-67.2% | $161,489-62.4% | $154,746-60.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 5.81% | 103.84%-98.0pp | 89.72%-83.9pp | 172.34%-166.5pp |
| Employer contribution / active EE | $1,717 | $4,769-64.0% | $4,268-59.8% | $4,379-60.8% |
| Participant deferral / active EE | $2,672 | $6,350-57.9% | $5,630-52.5% | $6,730-60.3% |
| Admin fee / account holder | $16 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |