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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,291 | $79,151-66.8% | $60,906-56.8% | $64,819-59.4% |
| Participation rate | 44.6% | 77.7%-33.1pp | 73.1%-28.5pp | 71.5%-26.9pp |
| Annual return | -16.01% | -7.12%-8.9pp | 16.94%-32.9pp | 32.84%-48.9pp |
| Employer contribution / active EE | $944 | $3,052-69.1% | $2,703-65.1% | $2,507-62.3% |
| Participant deferral / active EE | $1,871 | $3,727-49.8% | $3,814-51.0% | $4,311-56.6% |
| Admin fee / account holder | $38 | $106-64.2% | $3,227-98.8% | $188-79.9% |