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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $9,979 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $32,561 | $46,732-30.3% | $156,551-79.2% | $55,167-41.0% |
| Participation rate | 65.2% | 65.8%-0.6pp | 84.0%-18.8pp | 69.0%-3.8pp |
| Annual return | 7.36% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $644 | $2,105-69.4% | $5,501-88.3% | $1,963-67.2% |
| Participant deferral / active EE | $1,845 | $2,204-16.3% | $4,871-62.1% | $3,054-39.6% |
| Admin fee / account holder | $87 | $418-79.3% | $13,028-99.3% | $504-82.8% |