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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 | $55,446-52.0% | $155,574-82.9% | $74,429-64.2% |
| Participation rate | 30.6% | 61.9%-31.3pp | 78.2%-47.6pp | 67.2%-36.6pp |
| Annual return | 21.72% | 269.20%-247.5pp | 64.87%-43.1pp | 1368.38%-1346.7pp |
| Employer contribution / active EE | $558 | $2,266-75.4% | $4,676-88.1% | $2,625-78.8% |
| Participant deferral / active EE | $1,144 | $2,836-59.7% | $5,629-79.7% | $4,348-73.7% |
| Admin fee / account holder | $31 | $1,743-98.2% | $15,914-99.8% | $1,944-98.4% |