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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $9,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,715 | $46,732-70.7% | $156,551-91.2% | $55,167-75.1% |
| Participation rate | 47.5% | 65.8%-18.3pp | 84.0%-36.5pp | 69.0%-21.4pp |
| Annual return | 7.90% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $577 | $2,105-72.6% | $5,501-89.5% | $1,963-70.6% |
| Participant deferral / active EE | $899 | $2,204-59.2% | $4,871-81.5% | $3,054-70.6% |
| Admin fee / account holder | $32 | $418-92.4% | $13,028-99.8% | $504-93.7% |