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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INS COMP Service code 26 · EIN 74-1625348 | Advisory (Participants) | $1,095 |
Filed as: THE VARIABLE ANNUITY LIFE INS. CO. Service code 52 | Indirect Investment Fees | $0 |
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 | $17,895 | $73,839-75.8% | $143,788-87.6% | $68,495-73.9% |
| Participation rate | 52.3% | 66.7%-14.4pp | 80.3%-28.0pp | 67.9%-15.6pp |
| Annual return | -14.25% | 1.01%-15.3pp | -0.03%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $784 | $3,184-75.4% | $4,952-84.2% | $2,596-69.8% |
| Participant deferral / active EE | $1,732 | $3,384-48.8% | $5,638-69.3% | $4,028-57.0% |
| Admin fee / account holder | $8 | $5,755-99.9% | $14,675-99.9% | $5,403-99.9% |