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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $26,166 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,640 | $50,151-60.8% | $149,696-86.9% | $80,157-75.5% |
| Participation rate | 38.7% | 64.3%-25.5pp | 78.8%-40.0pp | 72.9%-34.2pp |
| Annual return | 11.87% | 29.80%-17.9pp | 134.46%-122.6pp | 40.39%-28.5pp |
| Employer contribution / active EE | $417 | $1,867-77.7% | $4,821-91.3% | $2,977-86.0% |
| Participant deferral / active EE | $1,219 | $3,194-61.8% | $5,682-78.6% | $5,015-75.7% |
| Admin fee / account holder | $27 | $153-82.3% | $13,212-99.8% | $145-81.4% |