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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $2,474 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,877 | $46,173-67.8% | $170,442-91.3% | $69,631-78.6% |
| Participation rate | 44.8% | 63.9%-19.1pp | 83.6%-38.8pp | 70.7%-25.9pp |
| Annual return | 11.73% | 21.62%-9.9pp | 205.93%-194.2pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $413 | $1,610-74.3% | $5,433-92.4% | $2,032-79.7% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $12 | $116-89.9% | $13,880-99.9% | $110-89.4% |