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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $43,973 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $14,731 |
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 | $30,509 | $37,196-18.0% | $154,111-80.2% | $55,725-45.3% |
| Participation rate | 79.7% | 64.1%+15.6pp | 83.0%-3.4pp | 70.9%+8.8pp |
| Annual return | 8.10% | 1319.68%-1311.6pp | 735.18%-727.1pp | 244.93%-236.8pp |
| Employer contribution / active EE | $1,330 | $1,614-17.6% | $5,298-74.9% | $2,078-36.0% |
| Participant deferral / active EE | $2,403 | $2,068+16.2% | $5,081-52.7% | $3,356-28.4% |
| Admin fee / account holder | $120 | $102+17.7% | $13,411-99.1% | $115+3.8% |