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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INS. CO Service code 19 · EIN 74-1625348 | Securities Custodian | $5,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,613 | $55,437-52.0% | $155,534-82.9% | $74,459-64.3% |
| Participation rate | 30.6% | 61.9%-31.3pp | 78.2%-47.6pp | 67.2%-36.7pp |
| Annual return | 21.72% | 269.58%-247.9pp | 64.92%-43.2pp | 1369.70%-1348.0pp |
| Employer contribution / active EE | $558 | $2,266-75.4% | $4,675-88.1% | $2,626-78.8% |
| Participant deferral / active EE | $1,144 | $2,837-59.7% | $5,630-79.7% | $4,350-73.7% |
| Admin fee / account holder | $31 | $1,742-98.2% | $15,900-99.8% | $1,945-98.4% |