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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $34,997 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,306 | $58,292-49.7% | $86,640-66.2% | $71,511-59.0% |
| Participation rate | 77.7% | 65.0%+12.7pp | 71.7%+6.0pp | 67.9%+9.8pp |
| Annual return | 13.44% | 21.63%-8.2pp | 592.52%-579.1pp | 28.86%-15.4pp |
| Employer contribution / active EE | $971 | $2,574-62.3% | $3,024-67.9% | $2,589-62.5% |
| Participant deferral / active EE | $1,648 | $3,438-52.1% | $4,438-62.9% | $4,291-61.6% |
| Admin fee / account holder | $328 | $1,057-69.0% | $5,616-94.2% | $1,588-79.4% |