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 58 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Recordkeeping fees; Product terminati... | $29,331 |
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 | $56,357 | $67,166-16.1% | $57,347-1.7% | $55,191+2.1% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.8pp | 69.2%+21.8pp |
| Annual return | 0.39% | 4.22%-3.8pp | 24.40%-24.0pp | 10.78%-10.4pp |
| Employer contribution / active EE | $2,700 | $2,812-4.0% | $2,689+0.4% | $1,899+42.2% |
| Participant deferral / active EE | $2,375 | $2,835-16.2% | $3,162-24.9% | $3,046-22.0% |
| Admin fee / account holder | $69 | $44+58.1% | $3,356-97.9% | $91-24.2% |