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 | $7,048 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $335 |
Filed as: FIDELITY INV. INST. OPS.CO.INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $216 |
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 | $52,300 | $39,898+31.1% | $121,220-56.9% | $55,725-6.1% |
| Participation rate | 81.9% | 61.2%+20.7pp | 71.8%+10.1pp | 70.9%+11.1pp |
| Annual return | -4.38% | -0.96%-3.4pp | 16.94%-21.3pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,764 | $1,295+36.2% | $4,023-56.1% | $2,078-15.1% |
| Participant deferral / active EE | $3,885 | $2,439+59.3% | $3,345+16.1% | $3,356+15.8% |
| Admin fee / account holder | $14 | $95-85.4% | $5,021-99.7% | $115-87.9% |