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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 58 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Product termination fees (surrender c... | $32,741 |
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 | $59,624 | $74,552-20.0% | $63,005-5.4% | $69,631-14.4% |
| Participation rate | 89.0% | 78.3%+10.7pp | 74.8%+14.2pp | 70.7%+18.3pp |
| Annual return | 23.57% | 15.77%+7.8pp | 87.59%-64.0pp | 27571.02%-27547.5pp |
| Employer contribution / active EE | $3,941 | $2,929+34.5% | $2,760+42.8% | $2,032+93.9% |
| Participant deferral / active EE | $3,399 | $2,974+14.3% | $3,329+2.1% | $3,224+5.5% |
| Admin fee / account holder | $59 | $59-0.2% | $3,599-98.4% | $110-46.3% |