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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $32,686 |
VALIC RETIREMENT SERVICES COMPANY11+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $4,459 |
9 funds of $250K or more; 63 lines in all, holding $10.1M of the plan's $11.4M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Par or Maturity Value Value Fixed Annuity Contra Manager not matched · Insurance contract | $3.4M | 33.9% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $898K | 8.9% |
| Mid Cap Index Fund Corebridge (AIG) · Mutual fund Index | $507K | 5.0% |
| Stock Index Fund Corebridge (AIG) · Mutual fund Index | $490K | 4.9% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $450K | 4.5% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $322K | 3.2% |
| Aggressive Growth Lifestyle Fund Corebridge (AIG) · Mutual fund | $319K | 3.2% |
| The Growth Fund Corebridge (AIG) · Mutual fund | $310K | 3.1% |
| Science & Technology Fund Corebridge (AIG) · Mutual fund | $265K | 2.6% |
| Moderate Allocation Lifestyle Fund Corebridge (AIG) · Mutual fund | $233K | 2.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.