Filed July 10, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $120,881 |
LPL FINANCIAL3 years Service code 16 PO BOX 502533 · SAN DIEGO, CA 92150 | Consulting | $39,602 |
Service code 55 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $31,681 |
FELTZ WEALTH PLAN1 year Service code 26 101 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Advisory (Participants) | $7,214 |
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 | $68,996 | $45,382+52.0% | $154,108-55.2% | $75,289-8.4% |
| Participation rate | 62.8% | 65.9%-3.1pp | 83.0%-20.2pp | 72.4%-9.6pp |
| Annual return | -3.31% | -0.47%-2.8pp | 735.21%-738.5pp | -0.04%-3.3pp |
| Employer contribution / active EE | $1,307 | $1,533-14.7% | $5,298-75.3% | $2,405-45.7% |
| Participant deferral / active EE | $3,155 | $2,384+32.4% | $5,081-37.9% | $3,739-15.6% |
| Admin fee / account holder | $153 | $89+71.7% | $13,411-98.9% | $102+49.9% |