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 | $10,255 |
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 | $52,891 | $68,408-22.7% | $57,196-7.5% | $57,658-8.3% |
| Participation rate | 86.7% | 79.1%+7.5pp | 75.3%+11.3pp | 70.2%+16.4pp |
| Annual return | 6.50% | 8.51%-2.0pp | 14.59%-8.1pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,221 | $2,869-22.6% | $2,683-17.2% | $1,974+12.5% |
| Participant deferral / active EE | $1,425 | $2,903-50.9% | $3,096-54.0% | $3,061-53.4% |
| Admin fee / account holder | $12 | $70-83.5% | $3,141-99.6% | $95-87.8% |