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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $3,751 |
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 | $16,733 | $65,092-74.3% | $143,799-88.4% | $66,938-75.0% |
| Participation rate | 84.7% | 65.2%+19.4pp | 80.3%+4.3pp | 69.8%+14.8pp |
| Annual return | -12.86% | -11.14%-1.7pp | -0.04%-12.8pp | 1.58%-14.4pp |
| Employer contribution / active EE | $458 | $2,362-80.6% | $4,952-90.8% | $2,545-82.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $14 | $502-97.3% | $14,677-99.9% | $594-97.7% |