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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $31,840 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,690 | $58,292+113.9% | $86,640+43.9% | $71,511+74.4% |
| Participation rate | 60.0% | 65.0%-5.0pp | 71.7%-11.7pp | 67.9%-7.9pp |
| Annual return | 13.69% | 21.63%-7.9pp | 592.52%-578.8pp | 28.86%-15.2pp |
| Employer contribution / active EE | $2,463 | $2,574-4.3% | $3,024-18.6% | $2,589-4.9% |
| Participant deferral / active EE | $3,882 | $3,438+12.9% | $4,438-12.5% | $4,291-9.5% |
| Admin fee / account holder | $282 | $1,057-73.4% | $5,616-95.0% | $1,588-82.3% |