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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP4 years Service code 10 · EIN 87-1363769 | Accounting | $13,500 |
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $10,695 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $8,731 |
Filed as: ELLIS INVESTMENT PARTNERS LLC Service code 27 · EIN 26-3966853 | Advisory (Plan) | $6,818 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,158 | $65,092-64.4% | $143,799-83.9% | $66,938-65.4% |
| Participation rate | 56.2% | 65.2%-9.0pp | 80.3%-24.1pp | 69.8%-13.6pp |
| Annual return | -9.48% | -11.14%+1.7pp | -0.04%-9.4pp | 1.58%-11.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $220 | $502-56.3% | $14,677-98.5% | $594-63.0% |