Filed October 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 37 · EIN 74-1625348 | Loan Processing | $428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $13,924 | $37,117-62.5% | $147,618-90.6% | $55,191-74.8% |
| Participation rate | 50.4% | 63.6%-13.2pp | 84.6%-34.2pp | 69.2%-18.7pp |
| Annual return | 0.03% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,565-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $586 | $1,985-70.5% | $4,895-88.0% | $3,046-80.8% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |