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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $56,728 |
TIAA4+ years Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Advisory (Participants) | $32,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $105,830 | $70,083+51.0% | $59,899+76.7% | $55,725+89.9% |
| Participation rate | 53.0% | 78.4%-25.4pp | 74.7%-21.7pp | 70.9%-17.9pp |
| Annual return | -1.76% | 3.13%-4.9pp | 3.46%-5.2pp | 244.93%-246.7pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,723-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $426 | $70+505.2% | $3,592-88.2% | $115+269.4% |