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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $72,436 |
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 | $47,177 | $46,464+1.5% | $150,298-68.6% | $79,634-40.8% |
| Participation rate | 54.2% | 57.0%-2.7pp | 77.8%-23.5pp | 62.5%-8.2pp |
| Annual return | 10.90% | 27.89%-17.0pp | 62.79%-51.9pp | 36.46%-25.6pp |
| Employer contribution / active EE | $1,341 | $1,512-11.3% | $4,154-67.7% | $2,529-47.0% |
| Participant deferral / active EE | $3,003 | $2,157+39.2% | $5,453-44.9% | $3,835-21.7% |
| Admin fee / account holder | $241 | $891-73.0% | $14,116-98.3% | $1,002-76.0% |