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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC FINANCIAL SERVICES Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $9,893 |
Annual investment return 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 | $0 | $55,453-100.0% | $170,435-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 10.24% | 21.38%-11.1pp | 205.94%-195.7pp | 28.90%-18.7pp |
| Employer contribution / active EE | $2,471 | $2,164+14.2% | $5,432-54.5% | $2,042+21.0% |
| Participant deferral / active EE | $1,760 | $2,303-23.6% | $4,939-64.4% | $3,169-44.5% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |