Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $10,935 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,021 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,461 | $65,125-65.5% | $143,797-84.4% | $66,949-66.4% |
| Participation rate | 89.4% | 65.2%+24.2pp | 80.3%+9.1pp | 69.8%+19.6pp |
| Annual return | -13.80% | -11.13%-2.7pp | -0.04%-13.8pp | 1.57%-15.4pp |
| Employer contribution / active EE | $599 | $2,362-74.7% | $4,952-87.9% | $2,545-76.5% |
| Participant deferral / active EE | $3,913 | $2,920+34.0% | $5,638-30.6% | $4,239-7.7% |
| Admin fee / account holder | $32 | $503-93.7% | $14,679-99.8% | $594-94.6% |