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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $7,383 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,059 | $46,732-59.2% | $156,552-87.8% | $55,167-65.5% |
| Participation rate | 70.1% | 65.8%+4.3pp | 84.0%-13.9pp | 69.0%+1.1pp |
| Annual return | 11.66% | 17.72%-6.1pp | 32.23%-20.6pp | 169.23%-157.6pp |
| Employer contribution / active EE | $729 | $2,105-65.4% | $5,501-86.7% | $1,963-62.9% |
| Participant deferral / active EE | $1,073 | $2,204-51.3% | $4,871-78.0% | $3,054-64.9% |
| Admin fee / account holder | $44 | $418-89.5% | $13,028-99.7% | $504-91.2% |