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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $4,509 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,456 | $48,078-47.1% | $78,676-67.6% | $62,881-59.5% |
| Participation rate | 71.6% | 65.2%+6.4pp | 73.6%-1.9pp | 69.3%+2.3pp |
| Annual return | 8.86% | 31.36%-22.5pp | 62.19%-53.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $945 | $2,587-63.5% | $3,517-73.1% | $3,203-70.5% |
| Admin fee / account holder | $64 | $3,206-98.0% | $4,510-98.6% | $4,296-98.5% |