Filed September 25, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $171,147 |
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $1,204 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,012 | $50,902-23.4% | $155,534-74.9% | $77,736-49.8% |
| Participation rate | 85.3% | 63.1%+22.3pp | 78.2%+7.1pp | 70.6%+14.8pp |
| Annual return | 11.19% | 34.85%-23.7pp | 64.92%-53.7pp | 31.26%-20.1pp |
| Employer contribution / active EE | $372 | $1,991-81.3% | $4,675-92.0% | $2,728-86.4% |
| Participant deferral / active EE | $4,734 | $2,824+67.6% | $5,630-15.9% | $4,651+1.8% |
| Admin fee / account holder | $116 | $437-73.5% | $15,900-99.3% | $433-73.2% |