Filed March 28, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,029 | $101,591-70.4% | $147,096-79.6% | $74,429-59.7% |
| Participation rate | 49.5% | 75.5%-26.0pp | 82.2%-32.6pp | 67.2%-17.7pp |
| Annual return | 7.98% | 8746.45%-8738.5pp | 419.75%-411.8pp | 1368.38%-1360.4pp |
| Employer contribution / active EE | $1,916 | $3,813-49.8% | $4,936-61.2% | $2,625-27.0% |
| Participant deferral / active EE | $3,129 | $7,302-57.1% | $8,071-61.2% | $4,348-28.0% |
| Admin fee / account holder | $154 | $1,750-91.2% | $13,005-98.8% | $1,944-92.1% |