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 | $48,879 |
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $12,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $199,540 | $56,540+252.9% | $185,849+7.4% | $86,821+129.8% |
| Participation rate | 21.7% | 65.5%-43.8pp | 81.7%-60.0pp | 72.3%-50.6pp |
| Annual return | 31.30% | 118.20%-86.9pp | 122.10%-90.8pp | 97.94%-66.6pp |
| Employer contribution / active EE | $1,734 | $1,844-6.0% | $5,169-66.4% | $2,406-27.9% |
| Participant deferral / active EE | $3,699 | $2,555+44.8% | $5,569-33.6% | $4,132-10.5% |
| Admin fee / account holder | $164 | $150+9.7% | $16,244-99.0% | $170-3.2% |