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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 | $78,690-60.1% | $161,489-80.6% | $87,485-64.1% |
| Participation rate | 97.6% | 67.5%+30.1pp | 78.7%+18.9pp | 68.9%+28.7pp |
| Annual return | 9.32% | 32.74%-23.4pp | 89.72%-80.4pp | 26.06%-16.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $177 | $6,724-97.4% | $16,006-98.9% | $7,775-97.7% |