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) | $19,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,013 | $58,895-32.1% | $178,503-77.6% | $73,497-45.6% |
| Participation rate | 5.6% | 66.2%-60.6pp | 81.9%-76.3pp | 70.7%-65.1pp |
| Annual return | 12.18% | 24.86%-12.7pp | 151.12%-138.9pp | 28.51%-16.3pp |
| Employer contribution / active EE | $443 | $2,236-80.2% | $5,011-91.2% | $2,270-80.5% |
| Participant deferral / active EE | $1,213 | $2,567-52.8% | $5,202-76.7% | $3,740-67.6% |
| Admin fee / account holder | $151 | $400-62.3% | $13,987-98.9% | $513-70.6% |