Filed December 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $6,547 |
Annual investment return 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.
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 | $12,205 | $46,732-73.9% | $156,551-92.2% | $55,167-77.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | -1.33% | 17.72%-19.0pp | 32.23%-33.6pp | 169.23%-170.6pp |
| Employer contribution / active EE | $2,956 | $2,105+40.4% | $5,501-46.3% | $1,963+50.6% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $16 | $418-96.3% | $13,028-99.9% | $504-96.9% |