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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $12,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,855 | $46,332-55.0% | $143,799-85.5% | $64,819-67.8% |
| Participation rate | 37.7% | 64.2%-26.6pp | 80.3%-42.6pp | 71.5%-33.8pp |
| Annual return | -12.57% | -10.05%-2.5pp | -0.04%-12.5pp | 32.84%-45.4pp |
| Employer contribution / active EE | $475 | $1,911-75.1% | $4,952-90.4% | $2,507-81.1% |
| Participant deferral / active EE | $1,234 | $2,647-53.4% | $5,638-78.1% | $4,311-71.4% |
| Admin fee / account holder | $37 | $154-76.2% | $14,677-99.8% | $188-80.5% |