Filed March 8, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $13,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,205 | $46,360-52.1% | $147,617-85.0% | $52,331-57.6% |
| Participation rate | 52.3% | 64.9%-12.6pp | 84.6%-32.3pp | 68.1%-15.8pp |
| Annual return | -0.57% | 1.62%-2.2pp | 61.98%-62.5pp | 4.54%-5.1pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,911 | $2,258-15.4% | $4,895-61.0% | $3,022-36.8% |
| Admin fee / account holder | $55 | $766-92.9% | $11,612-99.5% | $592-90.8% |