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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,819 | $47,977-54.5% | $154,111-85.8% | $56,287-61.2% |
| Participation rate | 66.4% | 66.2%+0.2pp | 83.0%-16.6pp | 69.9%-3.4pp |
| Annual return | 13.60% | 3.54%+10.1pp | 735.18%-721.6pp | -9.96%+23.6pp |
| Employer contribution / active EE | $422 | $2,169-80.5% | $5,298-92.0% | $2,111-80.0% |
| Participant deferral / active EE | $2,191 | $2,392-8.4% | $5,081-56.9% | $3,350-34.6% |
| Admin fee / account holder | $22 | $438-95.1% | $13,411-99.8% | $521-95.8% |