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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $21,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,174 | $45,000-59.6% | $143,799-87.4% | $77,906-76.7% |
| Participation rate | 36.2% | 66.8%-30.6pp | 80.3%-44.1pp | 73.7%-37.5pp |
| Annual return | -12.03% | 29.03%-41.1pp | -0.04%-12.0pp | 12.16%-24.2pp |
| Employer contribution / active EE | $367 | $1,870-80.3% | $4,952-92.6% | $2,846-87.1% |
| Participant deferral / active EE | $1,081 | $3,157-65.8% | $5,638-80.8% | $4,805-77.5% |
| Admin fee / account holder | $35 | $98-64.4% | $14,677-99.8% | $133-73.6% |