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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $20,673 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $11,094 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,960 | $46,173-37.3% | $170,435-83.0% | $69,631-58.4% |
| Participation rate | 83.0% | 63.9%+19.1pp | 83.6%-0.6pp | 70.7%+12.3pp |
| Annual return | 11.37% | 21.62%-10.3pp | 205.94%-194.6pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $1,190 | $1,610-26.1% | $5,432-78.1% | $2,032-41.4% |
| Participant deferral / active EE | $2,172 | $2,080+4.4% | $4,939-56.0% | $3,224-32.6% |
| Admin fee / account holder | $80 | $116-31.2% | $13,881-99.4% | $110-27.7% |