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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $5,820 |
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 | $20,393 | $52,961-61.5% | $172,752-88.2% | $65,185-68.7% |
| Participation rate | 93.2% | 66.2%+27.0pp | 82.6%+10.6pp | 70.2%+23.0pp |
| Annual return | 16.04% | 30.12%-14.1pp | 802.97%-786.9pp | 29.38%-13.3pp |
| Employer contribution / active EE | $1,161 | $2,190-47.0% | $5,144-77.4% | $2,177-46.7% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $30 | $472-93.5% | $13,955-99.8% | $847-96.4% |