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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY11+ years Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $25,177 |
13 funds of $250K or more; 37 lines in all, holding $20.0M of the plan's $20.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed Account Plus Manager not matched · Insurance contract | $4.7M | 23.6% |
| Vanguard Growth Vanguard · Mutual fund | $3.0M | 15.2% |
| Stock Index Fund Manager not matched · Mutual fund Index | $2.6M | 12.9% |
| Growth Fund Manager not matched · Mutual fund | $2.2M | 10.8% |
| Short Term Fixed Account Manager not matched · Insurance contract | $1.1M | 5.7% |
| Goldman Sachs Government Money Market Fund Institutional Shares Goldman Sachs · Money market | $675K | 3.4% |
| Mid Cap Index Fund Manager not matched · Mutual fund Index | $577K | 2.9% |
| Internatl Equities Index Fund Manager not matched · Mutual fund Index | $571K | 2.9% |
| Mid Cap Strategic Growth Fund Lord Abbett · Mutual fund | $494K | 2.5% |
| Aggressive Growth Lifestyle Fund Manager not matched · Mutual fund | $417K | 2.1% |
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.