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 | $2,609 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,402 | $55,453-52.4% | $170,442-84.5% | $62,292-57.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 7.30% | 21.38%-14.1pp | 205.93%-198.6pp | 28.90%-21.6pp |
| Employer contribution / active EE | $4,528 | $2,164+109.3% | $5,433-16.6% | $2,042+121.7% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $19 | $455-95.9% | $13,880-99.9% | $479-96.1% |