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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $3,113 |
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 | $16,425 | $61,338-73.2% | $149,717-89.0% | $71,495-77.0% |
| Participation rate | 77.7% | 62.5%+15.2pp | 78.8%-1.0pp | 67.9%+9.8pp |
| Annual return | 10.74% | 35.86%-25.1pp | 134.41%-123.7pp | 28.85%-18.1pp |
| Employer contribution / active EE | $389 | $2,381-83.6% | $4,820-91.9% | $2,589-85.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $10 | $1,263-99.2% | $13,213-99.9% | $1,588-99.4% |