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: VALIC Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $30,928 | $83,884-63.1% | $64,101-51.8% | $74,460-58.5% |
| Participation rate | 45.9% | 76.6%-30.8pp | 72.3%-26.4pp | 70.7%-24.9pp |
| Annual return | 16.52% | 16.57%-0.1pp | 33.72%-17.2pp | 34.38%-17.9pp |
| Employer contribution / active EE | $953 | $3,084-69.1% | $2,749-65.3% | $2,638-63.9% |
| Participant deferral / active EE | $2,025 | $3,692-45.1% | $3,881-47.8% | $4,530-55.3% |
| Admin fee / account holder | $38 | $196-80.6% | $3,070-98.8% | $348-89.0% |