Filed March 28, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,413 | $85,766-77.4% | $136,298-85.8% | $70,126-72.3% |
| Participation rate | 89.9% | 74.2%+15.7pp | 81.9%+7.9pp | 69.5%+20.3pp |
| Annual return | 13.78% | 31.46%-17.7pp | 5156.27%-5142.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $5,410 | $2,966+82.4% | $4,696+15.2% | $2,343+130.9% |
| Participant deferral / active EE | $4,490 | $5,051-11.1% | $6,247-28.1% | $3,332+34.8% |
| Admin fee / account holder | $75 | $5,421-98.6% | $9,244-99.2% | $4,645-98.4% |