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 | $48,994 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $1,312 |
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 | $18,361 | $46,173-60.2% | $170,435-89.2% | $69,631-73.6% |
| Participation rate | 88.0% | 63.9%+24.1pp | 83.6%+4.4pp | 70.7%+17.3pp |
| Annual return | 8.80% | 21.62%-12.8pp | 205.94%-197.1pp | 27571.02%-27562.2pp |
| Employer contribution / active EE | $591 | $1,610-63.3% | $5,432-89.1% | $2,032-70.9% |
| Participant deferral / active EE | $3,006 | $2,080+44.5% | $4,939-39.1% | $3,224-6.7% |
| Admin fee / account holder | $25 | $116-78.3% | $13,881-99.8% | $110-77.2% |