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 | $70,037 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $1,408 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,087 | $37,196-54.1% | $154,111-88.9% | $55,725-69.3% |
| Participation rate | 90.0% | 64.1%+25.9pp | 83.0%+7.0pp | 70.9%+19.1pp |
| Annual return | -3.65% | 1319.68%-1323.3pp | 735.18%-738.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $218 | $1,614-86.5% | $5,298-95.9% | $2,078-89.5% |
| Participant deferral / active EE | $3,064 | $2,068+48.2% | $5,081-39.7% | $3,356-8.7% |
| Admin fee / account holder | $35 | $102-65.1% | $13,411-99.7% | $115-69.2% |