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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 | $41,016-53.6% | $152,093-87.5% | $64,097-70.3% |
| Participation rate | 62.8% | 51.3%+11.5pp | 77.8%-14.9pp | 55.2%+7.6pp |
| Annual return | 10.14% | 39.60%-29.5pp | 66.36%-56.2pp | 34.64%-24.5pp |
| Employer contribution / active EE | $663 | $1,342-50.6% | $4,175-84.1% | $1,891-64.9% |
| Participant deferral / active EE | $1,999 | $1,927+3.7% | $5,451-63.3% | $3,080-35.1% |
| Admin fee / account holder | $39 | $2,305-98.3% | $14,497-99.7% | $3,454-98.9% |