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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.
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 | $22,363 | $52,961-57.8% | $172,752-87.1% | $65,185-65.7% |
| Participation rate | 64.8% | 66.2%-1.4pp | 82.6%-17.9pp | 70.2%-5.4pp |
| Annual return | 4.09% | 30.12%-26.0pp | 802.97%-798.9pp | 29.38%-25.3pp |
| Employer contribution / active EE | $454 | $2,190-79.3% | $5,144-91.2% | $2,177-79.1% |
| Participant deferral / active EE | $2,121 | $2,471-14.2% | $5,198-59.2% | $3,514-39.6% |
| Admin fee / account holder | $16 | $472-96.6% | $13,955-99.9% | $847-98.1% |