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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $14,248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,051 | $45,343-58.0% | $150,298-87.3% | $67,986-72.0% |
| Participation rate | 62.8% | 51.9%+11.0pp | 77.8%-14.9pp | 57.2%+5.6pp |
| Annual return | 10.14% | 33.28%-23.1pp | 62.79%-52.6pp | 31.67%-21.5pp |
| Employer contribution / active EE | $663 | $1,462-54.6% | $4,154-84.0% | $2,019-67.1% |
| Participant deferral / active EE | $1,999 | $2,055-2.7% | $5,453-63.3% | $3,358-40.5% |
| Admin fee / account holder | $39 | $2,250-98.3% | $14,116-99.7% | $3,203-98.8% |