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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $49,170 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $9,072 |
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 | $22,297 | $52,293-57.4% | $178,499-87.5% | $73,412-69.6% |
| Participation rate | 93.7% | 65.3%+28.3pp | 81.9%+11.7pp | 72.2%+21.5pp |
| Annual return | -5.40% | 34.75%-40.1pp | 151.10%-156.5pp | 59.30%-64.7pp |
| Employer contribution / active EE | $1,465 | $1,735-15.6% | $5,011-70.8% | $2,234-34.4% |
| Participant deferral / active EE | $2,578 | $2,332+10.5% | $5,202-50.4% | $3,806-32.3% |
| Admin fee / account holder | $95 | $127-25.1% | $13,986-99.3% | $158-39.6% |