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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 | Advisory (Participants) | $19,842 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,043 | $50,919-56.7% | $155,556-85.8% | $77,762-71.7% |
| Participation rate | 54.3% | 63.1%-8.8pp | 78.2%-23.9pp | 70.6%-16.3pp |
| Annual return | 8.01% | 34.84%-26.8pp | 64.84%-56.8pp | 31.27%-23.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,287 | $2,824-54.4% | $5,631-77.1% | $4,651-72.3% |
| Admin fee / account holder | $66 | $437-85.0% | $15,885-99.6% | $433-84.8% |