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) | $27,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,219 | $45,382-64.3% | $154,108-89.5% | $75,289-78.5% |
| Participation rate | 33.1% | 65.9%-32.7pp | 83.0%-49.9pp | 72.4%-39.3pp |
| Annual return | -4.88% | -0.47%-4.4pp | 735.21%-740.1pp | -0.04%-4.8pp |
| Employer contribution / active EE | $241 | $1,533-84.2% | $5,298-95.4% | $2,405-90.0% |
| Participant deferral / active EE | $740 | $2,384-69.0% | $5,081-85.4% | $3,739-80.2% |
| Admin fee / account holder | $28 | $89-68.2% | $13,411-99.8% | $102-72.3% |