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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $11,723 |
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 | $25,512 | $52,293-51.2% | $178,499-85.7% | $73,412-65.2% |
| Participation rate | 37.5% | 65.3%-27.8pp | 81.9%-44.4pp | 72.2%-34.6pp |
| Annual return | 8.59% | 34.75%-26.2pp | 151.10%-142.5pp | 59.30%-50.7pp |
| Employer contribution / active EE | $471 | $1,735-72.8% | $5,011-90.6% | $2,234-78.9% |
| Participant deferral / active EE | $806 | $2,332-65.5% | $5,202-84.5% | $3,806-78.8% |
| Admin fee / account holder | $30 | $127-76.8% | $13,986-99.8% | $158-81.3% |