| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $11,626 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,232 | $46,182+119.2% | $170,435-40.6% | $69,634+45.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 17.20% | 21.40%-4.2pp | 205.94%-188.7pp | 27572.26%-27555.1pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $10,056 | $2,081+383.3% | $4,939+103.6% | $3,224+211.9% |
| Admin fee / account holder | $15 | $116-87.0% | $13,881-99.9% | $110-86.3% |