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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $1,790 |
Annual investment return 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 | $14,032 | $77,638-81.9% | $156,551-91.0% | $62,881-77.7% |
| Participation rate | 89.1% | 71.2%+17.9pp | 84.0%+5.1pp | 69.3%+19.8pp |
| Annual return | -2.39% | 50.33%-52.7pp | 32.23%-34.6pp | 20.14%-22.5pp |
| Employer contribution / active EE | $764 | $3,444-77.8% | $5,501-86.1% | $2,281-66.5% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $15 | $5,561-99.7% | $13,028-99.9% | $4,296-99.7% |