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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $3,710 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,065 | $61,338-67.3% | $149,717-86.6% | $71,495-71.9% |
| Participation rate | 95.9% | 62.5%+33.4pp | 78.8%+17.1pp | 67.9%+28.0pp |
| Annual return | 13.60% | 35.86%-22.3pp | 134.41%-120.8pp | 28.85%-15.3pp |
| Employer contribution / active EE | $2,915 | $2,381+22.4% | $4,820-39.5% | $2,589+12.6% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $15 | $1,263-98.8% | $13,213-99.9% | $1,588-99.1% |