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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 | $22,123 | $58,888-62.4% | $178,499-87.6% | $73,493-69.9% |
| Participation rate | 54.8% | 66.2%-11.4pp | 81.9%-27.1pp | 70.7%-15.9pp |
| Annual return | 0.99% | 24.86%-23.9pp | 151.10%-150.1pp | 28.51%-27.5pp |
| Employer contribution / active EE | $480 | $2,236-78.6% | $5,011-90.4% | $2,270-78.9% |
| Participant deferral / active EE | $2,135 | $2,568-16.8% | $5,202-59.0% | $3,740-42.9% |
| Admin fee / account holder | $0 | $400-100.0% | $13,986-100.0% | $513-100.0% |