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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $6,282 |
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 | $27,095 | $36,916-26.6% | $156,551-82.7% | $57,658-53.0% |
| Participation rate | 35.1% | 63.4%-28.3pp | 84.0%-48.9pp | 70.2%-35.1pp |
| Annual return | 5.51% | 12.38%-6.9pp | 32.23%-26.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $446 | $1,571-71.6% | $5,501-91.9% | $1,974-77.4% |
| Participant deferral / active EE | $818 | $1,926-57.5% | $4,871-83.2% | $3,061-73.3% |
| Admin fee / account holder | $21 | $82-74.3% | $13,028-99.8% | $95-77.5% |