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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $15,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $33,417 | $52,961-36.9% | $172,752-80.7% | $65,185-48.7% |
| Participation rate | 13.3% | 66.2%-52.9pp | 82.6%-69.3pp | 70.2%-56.9pp |
| Annual return | 17.99% | 30.12%-12.1pp | 802.97%-785.0pp | 29.38%-11.4pp |
| Employer contribution / active EE | $354 | $2,190-83.8% | $5,144-93.1% | $2,177-83.7% |
| Participant deferral / active EE | $1,086 | $2,471-56.0% | $5,198-79.1% | $3,514-69.1% |
| Admin fee / account holder | $123 | $472-74.0% | $13,955-99.1% | $847-85.5% |