Filed March 18, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $27,591 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-1089318 | Accounting | $18,399 |
Service code 28 · EIN 20-3431077 | Investment Management | $1,900 |
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $672 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,695 | $58,895+1.4% | $178,503-66.6% | $73,497-18.8% |
| Participation rate | 45.8% | 66.2%-20.4pp | 81.9%-36.1pp | 70.7%-24.8pp |
| Annual return | 13.22% | 24.86%-11.6pp | 151.12%-137.9pp | 28.51%-15.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $124 | $400-69.0% | $13,987-99.1% | $513-75.8% |