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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $8,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,461 | $46,360-73.1% | $147,618-91.6% | $52,331-76.2% |
| Participation rate | 45.0% | 64.9%-20.0pp | 84.6%-39.6pp | 68.1%-23.1pp |
| Annual return | 3.81% | 1.62%+2.2pp | 61.98%-58.2pp | 4.54%-0.7pp |
| Employer contribution / active EE | $477 | $2,126-77.6% | $5,565-91.4% | $1,882-74.7% |
| Participant deferral / active EE | $725 | $2,258-67.9% | $4,895-85.2% | $3,022-76.0% |
| Admin fee / account holder | $31 | $766-96.0% | $11,612-99.7% | $592-94.8% |