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 | $11,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,842 | $52,967-47.4% | $172,753-83.9% | $65,186-57.3% |
| Participation rate | 55.9% | 66.2%-10.3pp | 82.6%-26.8pp | 70.2%-14.3pp |
| Annual return | 20.52% | 30.12%-9.6pp | 803.00%-782.5pp | 29.39%-8.9pp |
| Employer contribution / active EE | $639 | $2,190-70.8% | $5,144-87.6% | $2,177-70.6% |
| Participant deferral / active EE | $2,747 | $2,471+11.2% | $5,198-47.2% | $3,514-21.8% |
| Admin fee / account holder | $49 | $472-89.6% | $13,956-99.6% | $847-94.2% |