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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $15,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,471 | $46,360-36.4% | $147,617-80.0% | $52,331-43.7% |
| Participation rate | 46.2% | 64.9%-18.8pp | 84.6%-38.5pp | 68.1%-22.0pp |
| Annual return | -0.14% | 1.62%-1.8pp | 61.98%-62.1pp | 4.54%-4.7pp |
| Employer contribution / active EE | $658 | $2,126-69.0% | $5,564-88.2% | $1,882-65.0% |
| Participant deferral / active EE | $1,220 | $2,258-46.0% | $4,895-75.1% | $3,022-59.6% |
| Admin fee / account holder | $62 | $766-91.9% | $11,612-99.5% | $592-89.6% |