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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $10,305 |
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 | $14,110 | $61,356-77.0% | $149,696-90.6% | $71,511-80.3% |
| Participation rate | 62.9% | 62.5%+0.4pp | 78.8%-15.9pp | 67.9%-5.0pp |
| Annual return | 9.92% | 35.86%-25.9pp | 134.46%-124.5pp | 28.86%-18.9pp |
| Employer contribution / active EE | $700 | $2,382-70.6% | $4,821-85.5% | $2,589-73.0% |
| Participant deferral / active EE | $1,636 | $2,920-44.0% | $5,682-71.2% | $4,291-61.9% |
| Admin fee / account holder | $29 | $1,263-97.7% | $13,212-99.8% | $1,588-98.2% |