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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 19 · EIN 74-1625348 | Securities Custodian | $11,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $47,723 | $46,732+2.1% | $156,551-69.5% | $55,167-13.5% |
| Participation rate | 28.1% | 65.8%-37.7pp | 84.0%-55.9pp | 69.0%-40.9pp |
| Annual return | 5.28% | 17.72%-12.4pp | 32.23%-26.9pp | 169.23%-163.9pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $564 | $2,204-74.4% | $4,871-88.4% | $3,054-81.5% |
| Admin fee / account holder | $73 | $418-82.4% | $13,028-99.4% | $504-85.4% |