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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) | $26,000 |
TIAA2+ years Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Advisory (Participants) | $13,509 |
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 | $36,138 | $85,199-57.6% | $57,196-36.8% | $63,975-43.5% |
| Participation rate | 92.9% | 74.0%+18.9pp | 75.3%+17.6pp | 71.1%+21.8pp |
| Annual return | 9.68% | 10.43%-0.8pp | 14.59%-4.9pp | 48.65%-39.0pp |
| Employer contribution / active EE | $3,743 | $3,446+8.6% | $2,683+39.5% | $2,182+71.6% |
| Participant deferral / active EE | $3,963 | $3,109+27.5% | $3,096+28.0% | $3,356+18.1% |
| Admin fee / account holder | $137 | $39+254.0% | $3,141-95.6% | $70+94.1% |