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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $4,187 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,862 | $65,083-67.9% | $143,788-85.5% | $66,930-68.8% |
| Participation rate | 90.0% | 65.2%+24.8pp | 80.3%+9.7pp | 69.8%+20.2pp |
| Annual return | -12.43% | -11.13%-1.3pp | -0.03%-12.4pp | 1.57%-14.0pp |
| Employer contribution / active EE | $2,171 | $2,361-8.1% | $4,952-56.2% | $2,545-14.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $18 | $502-96.4% | $14,675-99.9% | $593-96.9% |