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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $98,511 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Account m... | $250 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,375 | $50,815-18.6% | $155,509-73.4% | $77,643-46.7% |
| Participation rate | 40.9% | 63.1%-22.2pp | 78.2%-37.3pp | 70.6%-29.7pp |
| Annual return | 10.15% | 34.80%-24.7pp | 64.67%-54.5pp | 31.24%-21.1pp |
| Employer contribution / active EE | $695 | $1,993-65.1% | $4,672-85.1% | $2,726-74.5% |
| Participant deferral / active EE | $2,728 | $2,822-3.3% | $5,626-51.5% | $4,647-41.3% |
| Admin fee / account holder | $161 | $437-63.2% | $15,912-99.0% | $430-62.6% |