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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $5,014 |
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 | $21,052 | $46,360-54.6% | $147,618-85.7% | $52,331-59.8% |
| Participation rate | 43.3% | 64.9%-21.7pp | 84.6%-41.4pp | 68.1%-24.8pp |
| Annual return | -1.09% | 1.62%-2.7pp | 61.98%-63.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,565-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,423 | $2,258-37.0% | $4,895-70.9% | $3,022-52.9% |
| Admin fee / account holder | $18 | $766-97.6% | $11,612-99.8% | $592-96.9% |