Filed June 26, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $1,623 |
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $0 |
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).
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 | $30,578 | $47,456-35.6% | $172,757-82.3% | $77,775-60.7% |
| Participation rate | 88.8% | 66.3%+22.6pp | 82.6%+6.2pp | 73.2%+15.6pp |
| Annual return | 6.83% | 35.57%-28.7pp | 803.06%-796.2pp | 32.58%-25.7pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,114 | $2,560-56.5% | $5,198-78.6% | $3,966-71.9% |
| Admin fee / account holder | $17 | $81-79.6% | $13,956-99.9% | $100-83.5% |