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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $23,356 |
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 | $16,170 | $37,213-56.5% | $156,551-89.7% | $63,975-74.7% |
| Participation rate | 34.9% | 65.0%-30.1pp | 84.0%-49.1pp | 71.1%-36.2pp |
| Annual return | 13.57% | 47.89%-34.3pp | 32.23%-18.7pp | 48.65%-35.1pp |
| Employer contribution / active EE | $217 | $1,357-84.0% | $5,501-96.1% | $2,182-90.1% |
| Participant deferral / active EE | $694 | $2,070-66.5% | $4,871-85.8% | $3,356-79.3% |
| Admin fee / account holder | $23 | $56-58.3% | $13,028-99.8% | $70-66.7% |