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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $4,729 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,262 | $46,732-78.0% | $156,551-93.4% | $55,167-81.4% |
| Participation rate | 58.0% | 65.8%-7.8pp | 84.0%-26.0pp | 69.0%-11.0pp |
| Annual return | 0.06% | 17.72%-17.7pp | 32.23%-32.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $357 | $2,105-83.0% | $5,501-93.5% | $1,963-81.8% |
| Participant deferral / active EE | $825 | $2,204-62.6% | $4,871-83.1% | $3,054-73.0% |
| Admin fee / account holder | $18 | $418-95.7% | $13,028-99.9% | $504-96.4% |