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 | $1,401 |
Employer contribution per participant 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 | $43,018 | $47,977-10.3% | $154,111-72.1% | $56,287-23.6% |
| Participation rate | 71.9% | 66.2%+5.7pp | 83.0%-11.2pp | 69.9%+2.0pp |
| Annual return | -2.96% | 3.54%-6.5pp | 735.18%-738.1pp | -9.96%+7.0pp |
| Employer contribution / active EE | $104 | $2,169-95.2% | $5,298-98.0% | $2,111-95.1% |
| Participant deferral / active EE | $1,476 | $2,392-38.3% | $5,081-70.9% | $3,350-55.9% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |