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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $13,725 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,296 | $50,860-56.2% | $155,574-85.7% | $77,714-71.3% |
| Participation rate | 44.3% | 63.1%-18.8pp | 78.2%-33.9pp | 70.6%-26.3pp |
| Annual return | 10.41% | 34.86%-24.5pp | 64.87%-54.5pp | 31.26%-20.9pp |
| Employer contribution / active EE | $619 | $1,991-68.9% | $4,676-86.8% | $2,727-77.3% |
| Participant deferral / active EE | $1,445 | $2,825-48.9% | $5,629-74.3% | $4,649-68.9% |
| Admin fee / account holder | $37 | $436-91.6% | $15,914-99.8% | $433-91.5% |