Filed March 25, 2025 (most recent of 4 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 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 | $55,446-67.8% | $155,574-88.5% | $74,429-76.0% |
| Participation rate | 62.9% | 61.9%+1.0pp | 78.2%-15.3pp | 67.2%-4.3pp |
| Annual return | 8.31% | 269.20%-260.9pp | 64.87%-56.6pp | 1368.38%-1360.1pp |
| Employer contribution / active EE | $938 | $2,266-58.6% | $4,676-79.9% | $2,625-64.2% |
| Participant deferral / active EE | $2,045 | $2,836-27.9% | $5,629-63.7% | $4,348-53.0% |
| Admin fee / account holder | $21 | $1,743-98.8% | $15,914-99.9% | $1,944-98.9% |