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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $14,181 |
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 | $22,314 | $46,732-52.3% | $156,551-85.7% | $55,167-59.6% |
| Participation rate | 56.0% | 65.8%-9.8pp | 84.0%-28.0pp | 69.0%-13.0pp |
| Annual return | -0.41% | 17.72%-18.1pp | 32.23%-32.6pp | 169.23%-169.6pp |
| Employer contribution / active EE | $369 | $2,105-82.5% | $5,501-93.3% | $1,963-81.2% |
| Participant deferral / active EE | $1,362 | $2,204-38.2% | $4,871-72.0% | $3,054-55.4% |
| Admin fee / account holder | $56 | $418-86.7% | $13,028-99.6% | $504-88.9% |