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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $20,631 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,670 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,671 | $45,343-30.2% | $150,298-78.9% | $67,986-53.4% |
| Participation rate | 91.1% | 51.9%+39.2pp | 77.8%+13.3pp | 57.2%+33.9pp |
| Annual return | 16.12% | 33.28%-17.2pp | 62.79%-46.7pp | 31.67%-15.5pp |
| Employer contribution / active EE | $720 | $1,462-50.7% | $4,154-82.7% | $2,019-64.3% |
| Participant deferral / active EE | $5,269 | $2,055+156.4% | $5,453-3.4% | $3,358+56.9% |
| Admin fee / account holder | $53 | $2,250-97.7% | $14,116-99.6% | $3,203-98.4% |