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: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $4,373 |
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,208 | $37,117-2.5% | $147,617-75.5% | $55,191-34.4% |
| Participation rate | 3.0% | 63.6%-60.6pp | 84.6%-81.6pp | 69.2%-66.1pp |
| Annual return | -0.18% | 3.44%-3.6pp | 61.98%-62.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $20 | $1,985-99.0% | $4,895-99.6% | $3,046-99.4% |
| Admin fee / account holder | $133 | $86+55.4% | $11,612-98.9% | $91+46.5% |