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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INS. CO Service code 19 · EIN 74-1625348 | Securities Custodian | $5,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,063 | $45,343-40.3% | $150,298-82.0% | $67,986-60.2% |
| Participation rate | 30.2% | 51.9%-21.7pp | 77.8%-47.6pp | 57.2%-27.0pp |
| Annual return | 9.91% | 33.28%-23.4pp | 62.79%-52.9pp | 31.67%-21.8pp |
| Employer contribution / active EE | $569 | $1,462-61.1% | $4,154-86.3% | $2,019-71.8% |
| Participant deferral / active EE | $1,180 | $2,055-42.6% | $5,453-78.4% | $3,358-64.9% |
| Admin fee / account holder | $30 | $2,250-98.7% | $14,116-99.8% | $3,203-99.1% |