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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $17,046 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,366 | $45,050-1.5% | $63,018-29.6% | $70,126-36.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.05% | 18.76%-5.7pp | 87.62%-74.6pp | 73.15%-60.1pp |
| Employer contribution / active EE | $987 | $2,052-51.9% | $2,761-64.3% | $2,343-57.9% |
| Participant deferral / active EE | $3,260 | $2,466+32.2% | $3,330-2.1% | $3,332-2.2% |
| Admin fee / account holder | $106 | $2,834-96.3% | $3,601-97.0% | $4,645-97.7% |