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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $9,296 |
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 | $11,479 | $58,895-80.5% | $178,503-93.6% | $73,497-84.4% |
| Participation rate | 59.8% | 66.2%-6.5pp | 81.9%-22.2pp | 70.7%-10.9pp |
| Annual return | 0.66% | 24.86%-24.2pp | 151.12%-150.5pp | 28.51%-27.9pp |
| Employer contribution / active EE | $460 | $2,236-79.4% | $5,011-90.8% | $2,270-79.8% |
| Participant deferral / active EE | $1,124 | $2,567-56.2% | $5,202-78.4% | $3,740-70.0% |
| Admin fee / account holder | $30 | $400-92.6% | $13,987-99.8% | $513-94.2% |