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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $12,011 |
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 | $22,702 | $47,135-51.8% | $149,717-84.8% | $74,440-69.5% |
| Participation rate | 40.5% | 63.4%-22.9pp | 78.8%-38.3pp | 70.7%-30.2pp |
| Annual return | 13.42% | 22.75%-9.3pp | 134.41%-121.0pp | 34.37%-20.9pp |
| Employer contribution / active EE | $587 | $1,906-69.2% | $4,820-87.8% | $2,638-77.8% |
| Participant deferral / active EE | $1,387 | $2,728-49.2% | $5,682-75.6% | $4,529-69.4% |
| Admin fee / account holder | $34 | $343-90.1% | $13,213-99.7% | $348-90.3% |