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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $14,248 |
7 funds of $250K or more; 40 lines in all, holding $6.8M of the plan's $6.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Unallocated investment contracts: Fixed Account Plus Manager not matched · Insurance contract | $1.2M | 17.1% |
| Stock Index Fund Manager not matched · Mutual fund Index | $1.1M | 16.8% |
| Aggressive Allocation Lifestyle Fund Manager not matched · Mutual fund | $875K | 12.9% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $533K | 7.9% |
| Moderate Alloc Lifestyle Fund Manager not matched · Mutual fund | $479K | 7.1% |
| Internatl Equities Index Fund Manager not matched · Mutual fund Index | $273K | 4.0% |
| Vanguard Windsor II Fund Investor Shares Vanguard · Mutual fund | $272K | 4.0% |
| International Value Portfolio Manager not matched · Mutual fund | $212K | 3.1% |
| Core Bond Fund Manager not matched · Mutual fund | $172K | 2.5% |
| Small-Cap Index Manager not matched · Mutual fund Index | $170K | 2.5% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.