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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INS COMPANY Service code 19 · EIN 74-1625348 | Securities Custodian | $7,234 |
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.
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 | $14,048 | $58,895-76.1% | $178,503-92.1% | $73,497-80.9% |
| Participation rate | 57.7% | 66.2%-8.6pp | 81.9%-24.3pp | 70.7%-13.0pp |
| Annual return | 2.19% | 24.86%-22.7pp | 151.12%-148.9pp | 28.51%-26.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,464 | $2,567-43.0% | $5,202-71.9% | $3,740-60.9% |
| Admin fee / account holder | $26 | $400-93.6% | $13,987-99.8% | $513-95.0% |