Filed August 3, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,013 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,317 | $46,360-10.9% | $147,617-72.0% | $52,331-21.0% |
| Participation rate | 79.4% | 64.9%+14.5pp | 84.6%-5.2pp | 68.1%+11.3pp |
| Annual return | -0.01% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,479 | $2,258-34.5% | $4,895-69.8% | $3,022-51.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |