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 | $19,083 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $293 |
Filed as: FIDELITY INV. INST. OPS.CO.INC. Service code 50 · EIN 04-2647786 | Direct Payment | $216 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,451 | $54,121+24.6% | $134,162-49.7% | $73,412-8.1% |
| Participation rate | 93.8% | 64.4%+29.4pp | 72.2%+21.6pp | 72.2%+21.6pp |
| Annual return | 15.49% | -312.52%+328.0pp | 36.35%-20.9pp | 59.30%-43.8pp |
| Employer contribution / active EE | $1,703 | $1,402+21.5% | $3,705-54.0% | $2,234-23.8% |
| Participant deferral / active EE | $5,461 | $2,844+92.0% | $3,500+56.0% | $3,806+43.5% |
| Admin fee / account holder | $30 | $132-77.7% | $6,685-99.6% | $158-81.3% |