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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 19 · EIN 74-1625348 | Securities Custodian | $1,616 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,012 | $46,173+30.0% | $170,435-64.8% | $69,631-13.8% |
| Participation rate | 63.8% | 63.9%-0.1pp | 83.6%-19.8pp | 70.7%-6.9pp |
| Annual return | 4.24% | 21.62%-17.4pp | 205.94%-201.7pp | 27571.02%-27566.8pp |
| Employer contribution / active EE | $2,136 | $1,610+32.7% | $5,432-60.7% | $2,032+5.1% |
| Participant deferral / active EE | $612 | $2,080-70.6% | $4,939-87.6% | $3,224-81.0% |
| Admin fee / account holder | $4 | $116-96.4% | $13,881-100.0% | $110-96.2% |