Filed September 25, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $37,306 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $1,623 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,011 | $37,039-59.5% | $147,617-89.8% | $59,188-74.6% |
| Participation rate | 99.9% | 63.8%+36.1pp | 84.6%+15.3pp | 69.4%+30.5pp |
| Annual return | -0.25% | 7.19%-7.4pp | 61.98%-62.2pp | 5.51%-5.8pp |
| Employer contribution / active EE | $790 | $1,353-41.6% | $5,564-85.8% | $2,098-62.3% |
| Participant deferral / active EE | $2,652 | $2,094+26.7% | $4,895-45.8% | $3,265-18.8% |
| Admin fee / account holder | $20 | $60-67.0% | $11,612-99.8% | $92-78.5% |