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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 | $36,002+31.0% | $161,489-70.8% | $64,728-27.1% |
| Participation rate | 54.2% | 57.4%-3.2pp | 78.7%-24.5pp | 57.9%-3.7pp |
| Annual return | 10.90% | 33.93%-23.0pp | 89.72%-78.8pp | 49.38%-38.5pp |
| Employer contribution / active EE | $1,341 | $1,380-2.8% | $4,268-68.6% | $2,243-40.2% |
| Participant deferral / active EE | $3,003 | $1,815+65.5% | $5,630-46.7% | $2,729+10.0% |
| Admin fee / account holder | $241 | $931-74.1% | $16,006-98.5% | $1,145-79.0% |