Filed October 2, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $385 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $360 |
Filed as: FIDELITY INV. INST. OPS.CO.INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $240 |
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 | $45,361 | $41,281+9.9% | $109,313-58.5% | $57,658-21.3% |
| Participation rate | 83.8% | 59.3%+24.4pp | 71.3%+12.5pp | 70.2%+13.6pp |
| Annual return | 8.73% | 8.97%-0.2pp | 22.07%-13.3pp | 5.13%+3.6pp |
| Employer contribution / active EE | $3,046 | $1,201+153.5% | $3,892-21.7% | $1,974+54.3% |
| Participant deferral / active EE | $3,300 | $2,223+48.4% | $3,166+4.2% | $3,061+7.8% |
| Admin fee / account holder | $3 | $75-95.6% | $5,666-99.9% | $95-96.5% |