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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.
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 | $38,165+23.6% | $189,758-75.1% | $69,255-31.9% |
| Participation rate | 54.2% | 66.7%-12.4pp | 79.8%-25.6pp | 69.0%-14.8pp |
| Annual return | 10.90% | 14.65%-3.8pp | 52.62%-41.7pp | 26.73%-15.8pp |
| Employer contribution / active EE | $1,341 | $1,589-15.6% | $4,767-71.9% | $2,645-49.3% |
| Participant deferral / active EE | $3,003 | $2,073+44.9% | $5,856-48.7% | $2,890+3.9% |
| Admin fee / account holder | $241 | $714-66.3% | $20,388-98.8% | $733-67.2% |