Filed October 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 37 · EIN 74-1625348 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,866 | $37,196-57.3% | $154,114-89.7% | $55,725-71.5% |
| Participation rate | 54.4% | 64.1%-9.7pp | 83.0%-28.6pp | 70.9%-16.4pp |
| Annual return | -4.51% | 1319.68%-1324.2pp | 735.16%-739.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $553 | $1,614-65.8% | $5,298-89.6% | $2,078-73.4% |
| Participant deferral / active EE | $687 | $2,068-66.8% | $5,081-86.5% | $3,356-79.5% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |