Filed October 22, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $44,214 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $11,541 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $185,393 | $105,179+76.3% | $64,110+189.2% | $80,187+131.2% |
| Participation rate | 29.3% | 73.5%-44.2pp | 72.3%-43.0pp | 72.9%-43.6pp |
| Annual return | 15.72% | 20.34%-4.6pp | 33.75%-18.0pp | 40.40%-24.7pp |
| Employer contribution / active EE | $1,639 | $3,311-50.5% | $2,751-40.4% | $2,980-45.0% |
| Participant deferral / active EE | $1,829 | $4,020-54.5% | $3,883-52.9% | $5,016-63.5% |
| Admin fee / account holder | $31 | $113-72.7% | $3,071-99.0% | $145-78.7% |