Filed October 2, 2025 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $13,528 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $304 |
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 | $60,818 | $47,648+27.6% | $130,660-53.5% | $67,579-10.0% |
| Participation rate | 79.6% | 60.4%+19.2pp | 71.7%+7.9pp | 71.3%+8.3pp |
| Annual return | 19.59% | 25.73%-6.1pp | 1709.29%-1689.7pp | 378.56%-359.0pp |
| Employer contribution / active EE | $1,703 | $1,408+21.0% | $4,092-58.4% | $2,148-20.7% |
| Participant deferral / active EE | $3,931 | $2,616+50.3% | $3,603+9.1% | $3,539+11.1% |
| Admin fee / account holder | $22 | $105-79.0% | $5,463-99.6% | $142-84.5% |