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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $19,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,539 | $47,977-42.6% | $154,108-82.1% | $56,289-51.1% |
| Participation rate | 65.9% | 66.2%-0.3pp | 83.0%-17.2pp | 69.9%-4.0pp |
| Annual return | 7.01% | 3.54%+3.5pp | 735.21%-728.2pp | -9.96%+17.0pp |
| Employer contribution / active EE | $660 | $2,169-69.6% | $5,298-87.5% | $2,111-68.7% |
| Participant deferral / active EE | $2,042 | $2,392-14.6% | $5,081-59.8% | $3,350-39.0% |
| Admin fee / account holder | $78 | $438-82.3% | $13,411-99.4% | $521-85.1% |