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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INS COMPANY Service code 19 · EIN 74-1625348 | Securities Custodian | $7,784 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,608 | $46,732-68.7% | $156,551-90.7% | $55,167-73.5% |
| Participation rate | 50.2% | 65.8%-15.6pp | 84.0%-33.8pp | 69.0%-18.8pp |
| Annual return | -0.95% | 17.72%-18.7pp | 32.23%-33.2pp | 169.23%-170.2pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,115 | $2,204-49.4% | $4,871-77.1% | $3,054-63.5% |
| Admin fee / account holder | $26 | $418-93.7% | $13,028-99.8% | $504-94.8% |