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 | $5,215 |
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 | $24,314 | $77,638-68.7% | $156,551-84.5% | $62,881-61.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.38% | 50.33%-49.9pp | 32.23%-31.8pp | 20.14%-19.8pp |
| Employer contribution / active EE | $4,228 | $3,444+22.8% | $5,501-23.1% | $2,281+85.4% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $39 | $5,561-99.3% | $13,028-99.7% | $4,296-99.1% |