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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $4,196 |
TIAA1+ years Service code 26 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Advisory (Participants) | $544 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,805 | $52,467-47.0% | $57,196-51.4% | $55,167-49.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | -0.35% | 7.72%-8.1pp | 14.59%-14.9pp | 169.23%-169.6pp |
| Employer contribution / active EE | $2,752 | $2,477+11.1% | $2,683+2.6% | $1,963+40.2% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $34 | $269-87.4% | $3,141-98.9% | $504-93.3% |