Filed March 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $58,051 |
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 | $28,600 | $50,902-43.8% | $155,534-81.6% | $77,736-63.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.09% | 34.85%-21.8pp | 64.92%-51.8pp | 31.26%-18.2pp |
| Employer contribution / active EE | $4,354 | $1,991+118.7% | $4,675-6.9% | $2,728+59.6% |
| Participant deferral / active EE | $4,422 | $2,824+56.6% | $5,630-21.5% | $4,651-4.9% |
| Admin fee / account holder | $144 | $437-67.0% | $15,900-99.1% | $433-66.7% |