Filed October 2, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $583 |
Filed as: FIDELITY INV. INST. OPS.CO.INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $288 |
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $118 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,835 | $47,078+3.7% | $100,671-51.5% | $55,191-11.5% |
| Participation rate | 72.0% | 58.0%+14.0pp | 70.7%+1.3pp | 69.2%+2.8pp |
| Annual return | 1.83% | 0.65%+1.2pp | 20.43%-18.6pp | 10.78%-9.0pp |
| Employer contribution / active EE | $2,342 | $1,065+119.8% | $4,012-41.6% | $1,899+23.4% |
| Participant deferral / active EE | $2,834 | $2,038+39.1% | $3,144-9.8% | $3,046-7.0% |
| Admin fee / account holder | $2 | $153-98.5% | $4,850-100.0% | $91-97.5% |