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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $3,224 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,186 | $55,453-79.8% | $170,442-93.4% | $62,292-82.0% |
| Participation rate | 43.1% | 66.4%-23.3pp | 83.6%-40.5pp | 69.5%-26.4pp |
| Annual return | 9.62% | 21.38%-11.8pp | 205.93%-196.3pp | 28.90%-19.3pp |
| Employer contribution / active EE | $336 | $2,164-84.5% | $5,433-93.8% | $2,042-83.5% |
| Participant deferral / active EE | $798 | $2,303-65.4% | $4,939-83.9% | $3,169-74.8% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |