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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $71,014 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,965 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,745 | $55,446-59.0% | $155,574-85.4% | $74,429-69.4% |
| Participation rate | 99.5% | 61.9%+37.6pp | 78.2%+21.3pp | 67.2%+32.3pp |
| Annual return | 13.75% | 269.20%-255.5pp | 64.87%-51.1pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $504 | $2,266-77.8% | $4,676-89.2% | $2,625-80.8% |
| Participant deferral / active EE | $4,248 | $2,836+49.8% | $5,629-24.5% | $4,348-2.3% |
| Admin fee / account holder | $151 | $1,743-91.3% | $15,914-99.1% | $1,944-92.2% |