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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) | $26,121 |
TIAA1+ years Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Advisory (Participants) | $8,100 |
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 | $36,941 | $67,166-45.0% | $57,356-35.6% | $55,191-33.1% |
| Participation rate | 98.4% | 77.7%+20.7pp | 75.1%+23.4pp | 69.2%+29.3pp |
| Annual return | 3.51% | 4.22%-0.7pp | 24.41%-20.9pp | 10.78%-7.3pp |
| Employer contribution / active EE | $5,056 | $2,812+79.8% | $2,689+88.1% | $1,899+166.3% |
| Participant deferral / active EE | $5,451 | $2,835+92.3% | $3,162+72.4% | $3,046+78.9% |
| Admin fee / account holder | $152 | $44+248.7% | $3,357-95.5% | $91+67.3% |