Filed March 6, 2026 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $53,812 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $2,860 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,188 | $91,695-20.2% | $67,575+8.3% | $77,736-5.9% |
| Participation rate | 87.3% | 76.0%+11.2pp | 72.9%+14.4pp | 70.6%+16.7pp |
| Annual return | 14.54% | 14.88%-0.3pp | 3528.98%-3514.4pp | 31.26%-16.7pp |
| Employer contribution / active EE | $1,174 | $3,189-63.2% | $2,736-57.1% | $2,728-56.9% |
| Participant deferral / active EE | $1,513 | $3,912-61.3% | $4,003-62.2% | $4,651-67.5% |
| Admin fee / account holder | $62 | $245-74.7% | $3,993-98.4% | $433-85.7% |