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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP3 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 87-1363769 | Accounting | $19,950 |
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $11,621 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $7,208 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,371 | $76,407-58.9% | $150,298-79.1% | $82,448-62.0% |
| Participation rate | 97.6% | 66.4%+31.2pp | 77.8%+19.8pp | 68.1%+29.5pp |
| Annual return | 9.32% | 39.99%-30.7pp | 62.79%-53.5pp | 41.64%-32.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $177 | $6,352-97.2% | $14,116-98.7% | $7,234-97.6% |