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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $5,725 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,741 | $46,173-39.9% | $170,435-83.7% | $69,631-60.2% |
| Participation rate | 38.1% | 63.9%-25.8pp | 83.6%-45.5pp | 70.7%-32.6pp |
| Annual return | 9.67% | 21.62%-12.0pp | 205.94%-196.3pp | 27571.02%-27561.4pp |
| Employer contribution / active EE | $499 | $1,610-69.0% | $5,432-90.8% | $2,032-75.4% |
| Participant deferral / active EE | $864 | $2,080-58.5% | $4,939-82.5% | $3,224-73.2% |
| Admin fee / account holder | $18 | $116-84.8% | $13,881-99.9% | $110-84.0% |