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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $3,822 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,578 | $45,343-63.4% | $150,298-89.0% | $67,986-75.6% |
| Participation rate | 79.7% | 51.9%+27.8pp | 77.8%+1.9pp | 57.2%+22.5pp |
| Annual return | 9.24% | 33.28%-24.0pp | 62.79%-53.5pp | 31.67%-22.4pp |
| Employer contribution / active EE | $349 | $1,462-76.2% | $4,154-91.6% | $2,019-82.7% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $12 | $2,250-99.5% | $14,116-99.9% | $3,203-99.6% |