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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $6,111 |
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 | $11,742 | $55,453-78.8% | $170,435-93.1% | $62,293-81.2% |
| Participation rate | 51.0% | 66.4%-15.3pp | 83.6%-32.6pp | 69.5%-18.5pp |
| Annual return | 11.58% | 21.38%-9.8pp | 205.94%-194.4pp | 28.90%-17.3pp |
| Employer contribution / active EE | $383 | $2,164-82.3% | $5,432-93.0% | $2,042-81.3% |
| Participant deferral / active EE | $880 | $2,303-61.8% | $4,939-82.2% | $3,169-72.2% |
| Admin fee / account holder | $26 | $455-94.3% | $13,881-99.8% | $479-94.6% |