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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $8,435 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,733 | $62,928-70.2% | $172,739-89.2% | $67,579-72.3% |
| Participation rate | 40.5% | 64.5%-24.0pp | 82.6%-42.1pp | 71.3%-30.8pp |
| Annual return | 14.78% | 30.36%-15.6pp | 802.84%-788.1pp | 378.56%-363.8pp |
| Employer contribution / active EE | $267 | $1,636-83.7% | $5,143-94.8% | $2,148-87.6% |
| Participant deferral / active EE | $690 | $2,145-67.8% | $5,198-86.7% | $3,539-80.5% |
| Admin fee / account holder | $28 | $167-83.3% | $13,954-99.8% | $142-80.5% |