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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 19 · EIN 74-1625348 | Securities Custodian | $2,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,291 | $287,456-81.1% | $170,435-68.1% | - |
| Participation rate | 52.2% | 60.6%-8.4pp | 83.6%-31.4pp | - |
| Annual return | 13.67% | 6.06%+7.6pp | 205.94%-192.3pp | - |
| Employer contribution / active EE | $0 | $2,242-100.0% | $5,432-100.0% | - |
| Participant deferral / active EE | $2,410 | $2,113+14.1% | $4,939-51.2% | - |
| Admin fee / account holder | $0 | $39,812-100.0% | $13,881-100.0% | - |