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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 37 · EIN 74-1625348 | Loan Processing | $283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,039 | $46,732-93.5% | $156,552-98.1% | $55,167-94.5% |
| Participation rate | 14.2% | 65.8%-51.6pp | 84.0%-69.9pp | 69.0%-54.8pp |
| Annual return | 4.76% | 17.72%-13.0pp | 32.23%-27.5pp | 169.23%-164.5pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $186 | $2,204-91.6% | $4,871-96.2% | $3,054-93.9% |
| Admin fee / account holder | $5 | $418-98.7% | $13,028-100.0% | $504-98.9% |