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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INS COMPANY Service code 19 · EIN 74-1625348 | Securities Custodian | $6,932 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,686 | $61,172-72.7% | $185,851-91.0% | $79,389-79.0% |
| Participation rate | 55.0% | 66.6%-11.7pp | 81.7%-26.7pp | 70.7%-15.7pp |
| Annual return | 19.29% | 19.45%-0.2pp | 122.11%-102.8pp | 116.89%-97.6pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,713 | $2,788-38.6% | $5,569-69.2% | $4,046-57.7% |
| Admin fee / account holder | $24 | $710-96.6% | $16,245-99.8% | $626-96.1% |