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 | $138,235 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $1,343 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,184 | $52,293-36.5% | $178,498-81.4% | $73,412-54.8% |
| Participation rate | 84.7% | 65.3%+19.3pp | 81.9%+2.8pp | 72.2%+12.5pp |
| Annual return | 10.40% | 34.75%-24.3pp | 151.09%-140.7pp | 59.30%-48.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,188 | $2,332+36.7% | $5,202-38.7% | $3,806-16.2% |
| Admin fee / account holder | $104 | $127-18.2% | $13,985-99.3% | $158-34.0% |