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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $45,580 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,680 | $67,512-69.4% | $185,837-88.9% | $93,010-77.8% |
| Participation rate | 32.6% | 67.1%-34.6pp | 81.7%-49.1pp | 73.9%-41.3pp |
| Annual return | 10.66% | 21.04%-10.4pp | 122.08%-111.4pp | 158.70%-148.0pp |
| Employer contribution / active EE | $295 | $1,783-83.4% | $5,168-94.3% | $2,705-89.1% |
| Participant deferral / active EE | $878 | $3,035-71.1% | $5,568-84.2% | $4,561-80.7% |
| Admin fee / account holder | $38 | $318-88.2% | $16,241-99.8% | $152-75.3% |