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 | $91,621-20.1% | $67,511+8.4% | $77,671-5.8% |
| Participation rate | 87.3% | 76.0%+11.3pp | 72.9%+14.4pp | 70.6%+16.7pp |
| Annual return | 14.54% | 14.87%-0.3pp | 3517.41%-3502.9pp | 31.21%-16.7pp |
| Employer contribution / active EE | $1,174 | $3,184-63.1% | $2,733-57.0% | $2,726-56.9% |
| Participant deferral / active EE | $1,513 | $3,906-61.3% | $4,000-62.2% | $4,648-67.5% |
| Admin fee / account holder | $62 | $176-64.9% | $3,999-98.5% | $430-85.6% |