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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INS COMPANY Service code 19 · EIN 74-1625348 | Securities Custodian | $6,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,358 | $61,172-79.8% | $185,851-93.4% | $79,389-84.4% |
| Participation rate | 69.5% | 66.6%+2.9pp | 81.7%-12.2pp | 70.7%-1.2pp |
| Annual return | 20.00% | 19.45%+0.6pp | 122.11%-102.1pp | 116.89%-96.9pp |
| Employer contribution / active EE | $969 | $2,321-58.3% | $5,168-81.3% | $2,428-60.1% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $16 | $710-97.7% | $16,245-99.9% | $626-97.4% |