Filed March 25, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 37 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Loan Processing | $5,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,874 | $55,437-67.8% | $155,534-88.5% | $74,459-76.0% |
| Participation rate | 62.9% | 61.9%+1.0pp | 78.2%-15.3pp | 67.2%-4.3pp |
| Annual return | 8.31% | 269.58%-261.3pp | 64.92%-56.6pp | 1369.70%-1361.4pp |
| Employer contribution / active EE | $938 | $2,266-58.6% | $4,675-79.9% | $2,626-64.3% |
| Participant deferral / active EE | $2,045 | $2,837-27.9% | $5,630-63.7% | $4,350-53.0% |
| Admin fee / account holder | $21 | $1,742-98.8% | $15,900-99.9% | $1,945-98.9% |