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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $5,693 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,296 | $306,927-93.7% | $156,551-87.7% | - |
| Participation rate | 89.9% | 59.9%+30.0pp | 84.0%+5.9pp | - |
| Annual return | 6.31% | 1.08%+5.2pp | 32.23%-25.9pp | - |
| Employer contribution / active EE | $1,898 | $1,481+28.1% | $5,501-65.5% | - |
| Participant deferral / active EE | $0 | $1,779-100.0% | $4,871-100.0% | - |
| Admin fee / account holder | $33 | $73,834-100.0% | $13,028-99.7% | - |