Filed July 28, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $476 |
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $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.
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 | $15,918 | $37,117-57.1% | $147,617-89.2% | $55,191-71.2% |
| Participation rate | 63.6% | 63.6%0pp | 84.6%-21.0pp | 69.2%-5.5pp |
| Annual return | -1.83% | 3.44%-5.3pp | 61.98%-63.8pp | 10.78%-12.6pp |
| Employer contribution / active EE | $999 | $1,620-38.4% | $5,564-82.1% | $1,899-47.4% |
| Participant deferral / active EE | $1,279 | $1,985-35.6% | $4,895-73.9% | $3,046-58.0% |
| Admin fee / account holder | $21 | $86-75.5% | $11,612-99.8% | $91-76.9% |