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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $12,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,153 | $47,977-28.8% | $154,108-77.8% | $56,289-39.3% |
| Participation rate | 65.2% | 66.2%-1.0pp | 83.0%-17.9pp | 69.9%-4.7pp |
| Annual return | -5.34% | 3.54%-8.9pp | 735.21%-740.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $657 | $2,169-69.7% | $5,298-87.6% | $2,111-68.9% |
| Participant deferral / active EE | $1,857 | $2,392-22.4% | $5,081-63.5% | $3,350-44.6% |
| Admin fee / account holder | $102 | $438-76.8% | $13,411-99.2% | $521-80.5% |