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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC FINANCIAL SERVICES Service code 25 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Directed Trustee | $14,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,888-100.0% | $178,499-100.0% | $73,493-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 81.9%-81.9pp | 70.7%-70.7pp |
| Annual return | 1.24% | 24.86%-23.6pp | 151.10%-149.9pp | 28.51%-27.3pp |
| Employer contribution / active EE | $2,031 | $2,236-9.2% | $5,011-59.5% | $2,270-10.5% |
| Participant deferral / active EE | $1,489 | $2,568-42.0% | $5,202-71.4% | $3,740-60.2% |
| Admin fee / account holder | $0 | $400-100.0% | $13,986-100.0% | $513-100.0% |