Filed October 2, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $37,421 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $184 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,169 | $58,778+22.8% | $129,207-44.1% | $77,643-7.1% |
| Participation rate | 77.9% | 59.2%+18.6pp | 69.6%+8.2pp | 70.6%+7.3pp |
| Annual return | 16.08% | 24.73%-8.7pp | 9417.33%-9401.2pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,964 | $1,952+0.6% | $4,153-52.7% | $2,726-27.9% |
| Participant deferral / active EE | $4,282 | $3,212+33.3% | $4,168+2.7% | $4,647-7.9% |
| Admin fee / account holder | $49 | $589-91.6% | $7,715-99.4% | $430-88.5% |