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 | $10,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $30,168 | $61,166-50.7% | $185,837-83.8% | $79,393-62.0% |
| Participation rate | 55.1% | 66.6%-11.5pp | 81.7%-26.6pp | 70.7%-15.6pp |
| Annual return | 11.63% | 19.45%-7.8pp | 122.08%-110.4pp | 116.87%-105.2pp |
| Employer contribution / active EE | $824 | $2,321-64.5% | $5,168-84.1% | $2,428-66.1% |
| Participant deferral / active EE | $3,159 | $2,789+13.3% | $5,568-43.3% | $4,046-21.9% |
| Admin fee / account holder | $44 | $710-93.7% | $16,241-99.7% | $627-92.9% |