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 | $23,764 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $210 |
Filed as: FIDELITY INV. INST. OPS.CO.INC. Service code 50 · EIN 04-2647786 | Direct Payment | $204 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,895 | $47,898+23.0% | $117,533-49.9% | $64,819-9.1% |
| Participation rate | 73.6% | 61.9%+11.7pp | 70.6%+3.0pp | 71.5%+2.1pp |
| Annual return | -14.47% | -15.54%+1.1pp | 29.77%-44.2pp | 32.84%-47.3pp |
| Employer contribution / active EE | $2,674 | $1,774+50.7% | $4,179-36.0% | $2,507+6.7% |
| Participant deferral / active EE | $4,090 | $3,151+29.8% | $4,072+0.4% | $4,311-5.1% |
| Admin fee / account holder | $40 | $132-69.5% | $5,647-99.3% | $188-78.6% |