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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) | $65,009 |
TIAA3+ years Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Advisory (Participants) | $33,514 |
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 | $57,293 | $74,552-23.2% | $63,018-9.1% | $69,631-17.7% |
| Participation rate | 79.9% | 78.3%+1.6pp | 74.8%+5.1pp | 70.7%+9.2pp |
| Annual return | 15.31% | 15.77%-0.5pp | 87.62%-72.3pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $2,222 | $2,929-24.1% | $2,761-19.5% | $2,032+9.4% |
| Participant deferral / active EE | $5,134 | $2,974+72.6% | $3,330+54.2% | $3,224+59.3% |
| Admin fee / account holder | $267 | $59+349.8% | $3,601-92.6% | $110+142.0% |