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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $1,373 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,009 | $46,732-74.3% | $156,551-92.3% | $55,167-78.2% |
| Participation rate | 38.2% | 65.8%-27.6pp | 84.0%-45.8pp | 69.0%-30.8pp |
| Annual return | 7.12% | 17.72%-10.6pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $311 | $2,105-85.2% | $5,501-94.3% | $1,963-84.1% |
| Participant deferral / active EE | $732 | $2,204-66.8% | $4,871-85.0% | $3,054-76.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |