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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 51 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Investment Mgmt Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,134 | $36,916-21.1% | $156,551-81.4% | $57,658-49.5% |
| Participation rate | 45.0% | 63.4%-18.5pp | 84.0%-39.1pp | 70.2%-25.3pp |
| Annual return | -0.91% | 12.38%-13.3pp | 32.23%-33.1pp | 5.13%-6.0pp |
| Employer contribution / active EE | $812 | $1,571-48.3% | $5,501-85.2% | $1,974-58.9% |
| Participant deferral / active EE | $1,046 | $1,926-45.7% | $4,871-78.5% | $3,061-65.8% |
| Admin fee / account holder | $42 | $82-49.1% | $13,028-99.7% | $95-55.6% |