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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP2 years Service code 10 · EIN 13-1639826 | Accounting | $11,450 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $9,423 |
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $6,169 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,555 | $305,925-93.9% | $178,499-89.6% | - |
| Participation rate | 53.4% | 64.3%-10.9pp | 81.9%-28.5pp | - |
| Annual return | 2.33% | 10.58%-8.2pp | 151.10%-148.8pp | - |
| Employer contribution / active EE | $0 | $2,545-100.0% | $5,011-100.0% | - |
| Participant deferral / active EE | $0 | $2,511-100.0% | $5,202-100.0% | - |
| Admin fee / account holder | $108 | $21,071-99.5% | $13,986-99.2% | - |