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) | $12,556 |
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.
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 | $23,647 | $46,732-49.4% | $156,551-84.9% | $55,167-57.1% |
| Participation rate | 46.6% | 65.8%-19.2pp | 84.0%-37.4pp | 69.0%-22.4pp |
| Annual return | 6.98% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,840 | $2,204-16.5% | $4,871-62.2% | $3,054-39.7% |
| Admin fee / account holder | $54 | $418-87.2% | $13,028-99.6% | $504-89.4% |