Filed March 6, 2026 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $11,150 |
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 | $51,407 | $67,166-23.5% | $57,356-10.4% | $55,191-6.9% |
| Participation rate | 86.2% | 77.7%+8.5pp | 75.1%+11.1pp | 69.2%+17.0pp |
| Annual return | 1.65% | 4.22%-2.6pp | 24.41%-22.8pp | 10.78%-9.1pp |
| Employer contribution / active EE | $887 | $2,812-68.5% | $2,689-67.0% | $1,899-53.3% |
| Participant deferral / active EE | $1,268 | $2,835-55.3% | $3,162-59.9% | $3,046-58.4% |
| Admin fee / account holder | $13 | $44-70.0% | $3,357-99.6% | $91-85.6% |