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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,225 | $65,092-62.8% | $143,799-83.2% | $66,938-63.8% |
| Participation rate | 68.8% | 65.2%+3.6pp | 80.3%-11.5pp | 69.8%-1.0pp |
| Annual return | -15.03% | -11.14%-3.9pp | -0.04%-15.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $574 | $2,362-75.7% | $4,952-88.4% | $2,545-77.4% |
| Participant deferral / active EE | $2,857 | $2,920-2.2% | $5,638-49.3% | $4,238-32.6% |
| Admin fee / account holder | $15 | $502-97.0% | $14,677-99.9% | $594-97.4% |