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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $14,248 |
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 | $19,051 | $43,496-56.2% | $161,489-88.2% | $64,340-70.4% |
| Participation rate | 62.8% | 53.5%+9.3pp | 78.7%-15.9pp | 55.2%+7.6pp |
| Annual return | 10.14% | 20.76%-10.6pp | 89.72%-79.6pp | 24.14%-14.0pp |
| Employer contribution / active EE | $663 | $1,431-53.6% | $4,268-84.5% | $1,862-64.4% |
| Participant deferral / active EE | $1,999 | $1,996+0.1% | $5,630-64.5% | $2,980-32.9% |
| Admin fee / account holder | $39 | $2,330-98.3% | $16,006-99.8% | $3,703-98.9% |