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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $47,977 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $12,426 |
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 | $27,219 | $62,928-56.7% | $172,755-84.2% | $67,579-59.7% |
| Participation rate | 91.9% | 64.5%+27.5pp | 82.6%+9.3pp | 71.3%+20.7pp |
| Annual return | 3.28% | 30.36%-27.1pp | 802.94%-799.7pp | 378.56%-375.3pp |
| Employer contribution / active EE | $1,511 | $1,636-7.7% | $5,144-70.6% | $2,148-29.7% |
| Participant deferral / active EE | $2,534 | $2,145+18.1% | $5,198-51.3% | $3,539-28.4% |
| Admin fee / account holder | $107 | $167-36.1% | $13,955-99.2% | $142-25.1% |