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 | $29,344 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $210 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,967 | $53,344+14.3% | $121,204-49.7% | $74,460-18.1% |
| Participation rate | 78.2% | 60.0%+18.2pp | 69.5%+8.6pp | 70.7%+7.4pp |
| Annual return | 18.03% | 35.15%-17.1pp | 987.18%-969.1pp | 34.38%-16.3pp |
| Employer contribution / active EE | $2,604 | $1,898+37.2% | $4,170-37.5% | $2,638-1.3% |
| Participant deferral / active EE | $4,293 | $3,220+33.3% | $4,083+5.1% | $4,530-5.2% |
| Admin fee / account holder | $36 | $382-90.4% | $5,651-99.4% | $348-89.5% |