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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $19,310 |
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 | $44,497 | $55,002-19.1% | $59,899-25.7% | $56,289-20.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 7.80% | 1.13%+6.7pp | 3.46%+4.3pp | -9.96%+17.8pp |
| Employer contribution / active EE | $781 | $2,448-68.1% | $2,723-71.3% | $2,111-63.0% |
| Participant deferral / active EE | $2,688 | $3,121-13.9% | $3,402-21.0% | $3,350-19.8% |
| Admin fee / account holder | $110 | $236-53.5% | $3,592-96.9% | $521-79.0% |