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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $12,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,539 | $47,977-63.4% | $154,108-88.6% | $56,289-68.8% |
| Participation rate | 61.1% | 66.2%-5.1pp | 83.0%-21.9pp | 69.9%-8.7pp |
| Annual return | -6.34% | 3.54%-9.9pp | 735.21%-741.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $339 | $2,169-84.4% | $5,298-93.6% | $2,111-84.0% |
| Participant deferral / active EE | $1,068 | $2,392-55.3% | $5,081-79.0% | $3,350-68.1% |
| Admin fee / account holder | $62 | $438-85.9% | $13,411-99.5% | $521-88.1% |