Filed January 8, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $18,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,781 | $73,839-40.7% | $143,788-69.6% | $68,495-36.1% |
| Participation rate | 49.4% | 66.7%-17.3pp | 80.3%-30.9pp | 67.9%-18.5pp |
| Annual return | -14.12% | 1.01%-15.1pp | -0.03%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,322 | $3,184-58.5% | $4,952-73.3% | $2,596-49.1% |
| Participant deferral / active EE | $3,672 | $3,384+8.5% | $5,638-34.9% | $4,028-8.8% |
| Admin fee / account holder | $259 | $5,755-95.5% | $14,675-98.2% | $5,403-95.2% |