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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $1,018 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,441 | $52,911-61.4% | $73,309-72.1% | $59,633-65.7% |
| Participation rate | 60.8% | 68.2%-7.4pp | 74.9%-14.1pp | 68.7%-7.9pp |
| Annual return | 0.14% | 12.20%-12.1pp | 5.67%-5.5pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $673 | $4,069-83.5% | $4,991-86.5% | $3,192-78.9% |
| Admin fee / account holder | $9 | $3,835-99.8% | $5,635-99.8% | $4,297-99.8% |