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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $8,896 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,732 | $46,732-47.1% | $156,551-84.2% | $55,167-55.2% |
| Participation rate | 33.3% | 65.8%-32.5pp | 84.0%-50.7pp | 69.0%-35.7pp |
| Annual return | 8.12% | 17.72%-9.6pp | 32.23%-24.1pp | 169.23%-161.1pp |
| Employer contribution / active EE | $314 | $2,105-85.1% | $5,501-94.3% | $1,963-84.0% |
| Participant deferral / active EE | $894 | $2,204-59.4% | $4,871-81.6% | $3,054-70.7% |
| Admin fee / account holder | $91 | $418-78.4% | $13,028-99.3% | $504-82.0% |