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) | $26,469 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,095 | $46,173-73.8% | $170,435-92.9% | $69,631-82.6% |
| Participation rate | 98.9% | 63.9%+35.0pp | 83.6%+15.3pp | 70.7%+28.2pp |
| Annual return | 13.17% | 21.62%-8.4pp | 205.94%-192.8pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $1,214 | $1,610-24.6% | $5,432-77.7% | $2,032-40.3% |
| Participant deferral / active EE | $1,431 | $2,080-31.2% | $4,939-71.0% | $3,224-55.6% |
| Admin fee / account holder | $20 | $116-82.9% | $13,881-99.9% | $110-82.0% |