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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INS COMPANY Service code 19 · EIN 74-1625348 | Securities Custodian | $6,820 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,330 | $65,125-79.5% | $143,797-90.7% | $66,949-80.1% |
| Participation rate | 56.0% | 65.2%-9.2pp | 80.3%-24.3pp | 69.8%-13.9pp |
| Annual return | -8.27% | -11.13%+2.9pp | -0.04%-8.2pp | 1.57%-9.8pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $184 | $2,920-93.7% | $5,638-96.7% | $4,239-95.7% |
| Admin fee / account holder | $25 | $503-95.0% | $14,679-99.8% | $594-95.8% |