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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $4,628 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,947 | $46,732-80.9% | $156,551-94.3% | $55,167-83.8% |
| Participation rate | 57.0% | 65.8%-8.8pp | 84.0%-27.0pp | 69.0%-12.0pp |
| Annual return | 8.73% | 17.72%-9.0pp | 32.23%-23.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $689 | $2,105-67.3% | $5,501-87.5% | $1,963-64.9% |
| Participant deferral / active EE | $587 | $2,204-73.4% | $4,871-87.9% | $3,054-80.8% |
| Admin fee / account holder | $31 | $418-92.6% | $13,028-99.8% | $504-93.8% |