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 | $4,101 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $353 |
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 | $54,085 | $45,324+19.3% | $122,354-55.8% | $69,631-22.3% |
| Participation rate | 81.8% | 59.9%+21.9pp | 71.6%+10.2pp | 70.7%+11.1pp |
| Annual return | 15.96% | 25.35%-9.4pp | 30.28%-14.3pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $3,090 | $1,230+151.3% | $4,051-23.7% | $2,032+52.1% |
| Participant deferral / active EE | $3,572 | $2,367+50.9% | $3,287+8.7% | $3,224+10.8% |
| Admin fee / account holder | $9 | $87-89.1% | $5,479-99.8% | $110-91.5% |