Filed March 6, 2026 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $26,621 |
BERRY DUNN2 years Service code 10 · EIN 01-0523282 1000 ELM ST, 15TH FLOOR · MANCHESTER, NH 031011730 | Accounting | $14,962 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $5,131 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,467 | $84,948-24.1% | $70,494-8.6% | $73,412-12.2% |
| Participation rate | 85.9% | 79.9%+5.9pp | 75.1%+10.8pp | 72.2%+13.7pp |
| Annual return | 12.13% | 13.39%-1.3pp | 109.16%-97.0pp | 59.30%-47.2pp |
| Employer contribution / active EE | $1,300 | $2,834-54.1% | $2,738-52.5% | $2,234-41.8% |
| Participant deferral / active EE | $1,505 | $3,387-55.6% | $3,711-59.4% | $3,806-60.5% |
| Admin fee / account holder | $52 | $98-47.4% | $3,848-98.7% | $158-67.3% |