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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $19,582 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,857 | $45,087+10.6% | $69,483-28.2% | $72,976-31.7% |
| Participation rate | 93.5% | 68.5%+25.0pp | 74.6%+18.9pp | 69.5%+24.0pp |
| Annual return | 3.60% | 22.67%-19.1pp | 28.99%-25.4pp | 81.02%-77.4pp |
| Employer contribution / active EE | $1,041 | $2,055-49.4% | $2,780-62.6% | $2,440-57.3% |
| Participant deferral / active EE | $3,734 | $2,603+43.4% | $3,537+5.6% | $3,608+3.5% |
| Admin fee / account holder | $118 | $3,057-96.1% | $3,841-96.9% | $5,124-97.7% |