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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $18,024 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,579 | $46,325-49.1% | $143,788-83.6% | $64,814-63.6% |
| Participation rate | 34.6% | 64.2%-29.6pp | 80.3%-45.7pp | 71.5%-36.9pp |
| Annual return | -8.76% | -10.05%+1.3pp | -0.03%-8.7pp | 32.84%-41.6pp |
| Employer contribution / active EE | $600 | $1,911-68.6% | $4,952-87.9% | $2,507-76.1% |
| Participant deferral / active EE | $1,042 | $2,647-60.6% | $5,638-81.5% | $4,310-75.8% |
| Admin fee / account holder | $43 | $154-72.0% | $14,675-99.7% | $188-77.0% |