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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $32,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,412 | $37,196-50.5% | $154,114-88.1% | $55,725-67.0% |
| Participation rate | 0.0% | 64.1%-64.1pp | 83.0%-83.0pp | 70.9%-70.9pp |
| Annual return | 8.12% | 1319.68%-1311.6pp | 735.16%-727.0pp | 244.93%-236.8pp |
| Employer contribution / active EE | $1,728 | $1,614+7.1% | $5,298-67.4% | $2,078-16.8% |
| Participant deferral / active EE | $1,790 | $2,068-13.5% | $5,081-64.8% | $3,356-46.7% |
| Admin fee / account holder | $34 | $102-66.5% | $13,411-99.7% | $115-70.4% |