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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $31,059 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,146 | $50,919-62.4% | $155,556-87.7% | $77,762-75.4% |
| Participation rate | 40.9% | 63.1%-22.2pp | 78.2%-37.3pp | 70.6%-29.7pp |
| Annual return | 9.54% | 34.84%-25.3pp | 64.84%-55.3pp | 31.27%-21.7pp |
| Employer contribution / active EE | $452 | $1,991-77.3% | $4,675-90.3% | $2,728-83.4% |
| Participant deferral / active EE | $1,172 | $2,824-58.5% | $5,631-79.2% | $4,651-74.8% |
| Admin fee / account holder | $30 | $437-93.1% | $15,885-99.8% | $433-93.0% |