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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INS COMPANY Service code 19 · EIN 74-1625348 | Securities Custodian | $5,829 |
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 | $15,978 | $55,453-71.2% | $170,435-90.6% | $62,293-74.4% |
| Participation rate | 49.4% | 66.4%-17.0pp | 83.6%-34.2pp | 69.5%-20.2pp |
| Annual return | 9.07% | 21.38%-12.3pp | 205.94%-196.9pp | 28.90%-19.8pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,080 | $2,303-53.1% | $4,939-78.1% | $3,169-65.9% |
| Admin fee / account holder | $27 | $455-94.0% | $13,881-99.8% | $479-94.3% |