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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY11+ years Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $16,007 |
9 funds of $250K or more; 37 lines in all, holding $6.9M of the plan's $9.7M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Stock Index Fund Manager not matched · Mutual fund IndexPossible retail class A | $977K | 14.2% |
| Mid Cap Strategic Growth Fund Lord Abbett · Mutual fund Possible retail class A | $629K | 9.1% |
| Science & Technology Fund Manager not matched · Mutual fund Possible retail class A | $561K | 8.2% |
| International Equities Fund Manager not matched · Mutual fund Possible retail class A | $478K | 7.0% |
| Vanguard Windsor II Fund Vanguard · Mutual fund Possible retail class A | $440K | 6.4% |
| Large Cap Growth Fund Manager not matched · Mutual fund Possible retail class A | $356K | 5.2% |
| Mid Cap Index Fund Manager not matched · Mutual fund IndexPossible retail class A | $350K | 5.1% |
| Emerging Economics Manager not matched · Mutual fund Possible retail class A | $343K | 5.0% |
| Wellington Fund Inc N/R Vanguard · Mutual fund Possible retail class A | $315K | 4.6% |
| Core Bond Fund Manager not matched · Mutual fund Possible retail class A | $248K | 3.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.