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) | $26,914 |
Filed as: PACIFIC PORTFOLIO CONSULTING LLC Service code 28 · EIN 20-3431077 | Investment Management | $1,900 |
FID INV INST OPS CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,456 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,093 | $61,172+1.5% | $185,851-66.6% | $79,389-21.8% |
| Participation rate | 93.1% | 66.6%+26.5pp | 81.7%+11.4pp | 70.7%+22.4pp |
| Annual return | 11.77% | 19.45%-7.7pp | 122.11%-110.3pp | 116.89%-105.1pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $86 | $710-87.8% | $16,245-99.5% | $626-86.2% |