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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $9,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,685 | $52,293-58.5% | $178,503-87.9% | $73,412-70.5% |
| Participation rate | 40.3% | 65.3%-25.0pp | 81.9%-41.6pp | 72.2%-31.9pp |
| Annual return | 12.34% | 34.75%-22.4pp | 151.12%-138.8pp | 59.30%-47.0pp |
| Employer contribution / active EE | $373 | $1,736-78.5% | $5,011-92.6% | $2,234-83.3% |
| Participant deferral / active EE | $886 | $2,333-62.0% | $5,202-83.0% | $3,806-76.7% |
| Admin fee / account holder | $30 | $127-76.2% | $13,987-99.8% | $158-80.8% |