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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 13 · EIN 74-1625348 | Contract Administrator | $15,201 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,480 | $68,408-51.1% | $57,196-41.5% | $57,658-41.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 0.48% | 8.51%-8.0pp | 14.59%-14.1pp | 5.13%-4.6pp |
| Employer contribution / active EE | $1,649 | $2,869-42.5% | $2,683-38.5% | $1,974-16.4% |
| Participant deferral / active EE | $1,859 | $2,903-36.0% | $3,096-40.0% | $3,061-39.3% |
| Admin fee / account holder | $52 | $70-24.7% | $3,141-98.3% | $95-44.6% |