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 | $8,141 |
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 | $57,282 | $74,552-23.2% | $63,018-9.1% | $69,631-17.7% |
| Participation rate | 86.5% | 78.3%+8.2pp | 74.8%+11.7pp | 70.7%+15.8pp |
| Annual return | 12.60% | 15.77%-3.2pp | 87.62%-75.0pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $2,105 | $2,929-28.1% | $2,761-23.8% | $2,032+3.6% |
| Participant deferral / active EE | $1,293 | $2,974-56.5% | $3,330-61.2% | $3,224-59.9% |
| Admin fee / account holder | $9 | $59-84.8% | $3,601-99.7% | $110-91.8% |