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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $15,677 |
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 | $33,313 | $46,732-28.7% | $156,551-78.7% | $55,167-39.6% |
| Participation rate | 40.8% | 65.8%-25.0pp | 84.0%-43.2pp | 69.0%-28.2pp |
| Annual return | 5.52% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $719 | $2,105-65.8% | $5,501-86.9% | $1,963-63.3% |
| Participant deferral / active EE | $1,398 | $2,204-36.6% | $4,871-71.3% | $3,054-54.2% |
| Admin fee / account holder | $65 | $418-84.5% | $13,028-99.5% | $504-87.1% |