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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $2,915 |
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 | $15,268 | $58,879-74.1% | $178,490-91.4% | $73,488-79.2% |
| Participation rate | 83.4% | 66.2%+17.2pp | 81.9%+1.5pp | 70.7%+12.7pp |
| Annual return | 2.17% | 24.86%-22.7pp | 151.07%-148.9pp | 28.51%-26.3pp |
| Employer contribution / active EE | $1,356 | $2,236-39.4% | $5,011-72.9% | $2,270-40.3% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11 | $400-97.2% | $13,984-99.9% | $513-97.8% |