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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 | $55,470-59.0% | $155,556-85.4% | $74,478-69.5% |
| Participation rate | 99.5% | 61.9%+37.6pp | 78.2%+21.3pp | 67.2%+32.3pp |
| Annual return | 13.75% | 269.80%-256.1pp | 64.84%-51.1pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $504 | $2,267-77.8% | $4,675-89.2% | $2,626-80.8% |
| Participant deferral / active EE | $4,248 | $2,838+49.7% | $5,631-24.5% | $4,350-2.3% |
| Admin fee / account holder | $151 | $1,744-91.4% | $15,885-99.1% | $1,946-92.3% |