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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 | $10,173 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,081 | $58,895-42.1% | $178,503-80.9% | $73,497-53.6% |
| Participation rate | 60.9% | 66.2%-5.3pp | 81.9%-21.0pp | 70.7%-9.8pp |
| Annual return | 9.96% | 24.86%-14.9pp | 151.12%-141.2pp | 28.51%-18.5pp |
| Employer contribution / active EE | $758 | $2,236-66.1% | $5,011-84.9% | $2,270-66.6% |
| Participant deferral / active EE | $2,423 | $2,567-5.6% | $5,202-53.4% | $3,740-35.2% |
| Admin fee / account holder | $75 | $400-81.3% | $13,987-99.5% | $513-85.4% |