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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $6,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,153 | $47,977-74.7% | $154,108-92.1% | $56,289-78.4% |
| Participation rate | 49.3% | 66.2%-16.9pp | 83.0%-33.8pp | 69.9%-20.6pp |
| Annual return | 7.17% | 3.54%+3.6pp | 735.21%-728.0pp | -9.96%+17.1pp |
| Employer contribution / active EE | $399 | $2,169-81.6% | $5,298-92.5% | $2,111-81.1% |
| Participant deferral / active EE | $947 | $2,392-60.4% | $5,081-81.4% | $3,350-71.7% |
| Admin fee / account holder | $25 | $438-94.4% | $13,411-99.8% | $521-95.3% |