Filed March 8, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $14,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,604 | $47,977-48.7% | $154,108-84.0% | $56,289-56.3% |
| Participation rate | 54.7% | 66.2%-11.5pp | 83.0%-28.4pp | 69.9%-15.2pp |
| Annual return | -4.68% | 3.54%-8.2pp | 735.21%-739.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $671 | $2,169-69.0% | $5,298-87.3% | $2,111-68.2% |
| Participant deferral / active EE | $3,014 | $2,392+26.0% | $5,081-40.7% | $3,350-10.0% |
| Admin fee / account holder | $59 | $438-86.6% | $13,411-99.6% | $521-88.7% |