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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $5,001 |
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.
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 | $10,219 | $55,453-81.6% | $170,436-94.0% | $62,293-83.6% |
| Participation rate | 70.2% | 66.4%+3.8pp | 83.6%-13.4pp | 69.5%+0.7pp |
| Annual return | 14.42% | 21.38%-7.0pp | 205.94%-191.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $635 | $2,164-70.7% | $5,433-88.3% | $2,042-68.9% |
| Participant deferral / active EE | $690 | $2,303-70.0% | $4,939-86.0% | $3,169-78.2% |
| Admin fee / account holder | $33 | $455-92.8% | $13,880-99.8% | $479-93.1% |