Filed January 30, 2026 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $395,856 |
Service code 13 · EIN 35-1140070 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $10,931 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,577 | $50,919-34.1% | $155,556-78.4% | $77,762-56.8% |
| Participation rate | 70.3% | 63.1%+7.2pp | 78.2%-8.0pp | 70.6%-0.3pp |
| Annual return | 13.38% | 34.84%-21.5pp | 64.84%-51.5pp | 31.27%-17.9pp |
| Employer contribution / active EE | $1,024 | $1,991-48.6% | $4,675-78.1% | $2,728-62.5% |
| Participant deferral / active EE | $2,662 | $2,824-5.8% | $5,631-52.7% | $4,651-42.8% |
| Admin fee / account holder | $89 | $437-79.7% | $15,885-99.4% | $433-79.5% |