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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 | $43,749-56.5% | $158,223-88.0% | $65,306-70.8% |
| Participation rate | 62.8% | 56.9%+5.9pp | 79.2%-16.4pp | 57.7%+5.2pp |
| Annual return | 10.14% | 19.41%-9.3pp | 52.09%-42.0pp | 21.94%-11.8pp |
| Employer contribution / active EE | $663 | $1,497-55.7% | $4,109-83.9% | $1,967-66.3% |
| Participant deferral / active EE | $1,999 | $2,019-1.0% | $5,467-63.4% | $2,959-32.5% |
| Admin fee / account holder | $39 | $1,930-98.0% | $16,047-99.8% | $3,480-98.9% |