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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $5,141 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $10,335 | $75,959-86.4% | $154,114-93.3% | $64,181-83.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 7.35% | 30.32%-23.0pp | 735.16%-727.8pp | 7.63%-0.3pp |
| Employer contribution / active EE | $440 | $3,350-86.9% | $5,298-91.7% | $2,381-81.5% |
| Participant deferral / active EE | $592 | $3,175-81.4% | $5,081-88.4% | $3,470-82.9% |
| Admin fee / account holder | $18 | $5,589-99.7% | $13,411-99.9% | $4,887-99.6% |