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 |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,814 | $44,989-60.4% | $170,435-89.5% | $77,958-77.1% |
| Participation rate | 37.8% | 64.6%-26.8pp | 83.6%-45.8pp | 71.6%-33.8pp |
| Annual return | 12.04% | 19.61%-7.6pp | 205.94%-193.9pp | 20.87%-8.8pp |
| Employer contribution / active EE | $240 | $1,466-83.6% | $5,432-95.6% | $2,310-89.6% |
| Participant deferral / active EE | $726 | $2,208-67.1% | $4,939-85.3% | $3,537-79.5% |
| Admin fee / account holder | $26 | $69-62.1% | $13,881-99.8% | $97-73.2% |