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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $20,093 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,733 | $37,039-60.2% | $147,617-90.0% | $59,188-75.1% |
| Participation rate | 37.1% | 63.8%-26.7pp | 84.6%-47.6pp | 69.4%-32.4pp |
| Annual return | 0.26% | 7.19%-6.9pp | 61.98%-61.7pp | 5.51%-5.3pp |
| Employer contribution / active EE | $228 | $1,353-83.2% | $5,564-95.9% | $2,098-89.1% |
| Participant deferral / active EE | $717 | $2,094-65.8% | $4,895-85.4% | $3,265-78.0% |
| Admin fee / account holder | $23 | $60-62.6% | $11,612-99.8% | $92-75.6% |