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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $12,013 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,066 | $55,453-76.4% | $170,435-92.3% | $62,293-79.0% |
| Participation rate | 97.7% | 66.4%+31.4pp | 83.6%+14.1pp | 69.5%+28.2pp |
| Annual return | 6.78% | 21.38%-14.6pp | 205.94%-199.2pp | 28.90%-22.1pp |
| Employer contribution / active EE | $1,576 | $2,164-27.1% | $5,432-71.0% | $2,042-22.8% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $31 | $455-93.3% | $13,881-99.8% | $479-93.6% |