Filed June 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $25,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $15,724 | $37,117-57.6% | $147,617-89.3% | $55,191-71.5% |
| Participation rate | 50.5% | 63.6%-13.1pp | 84.6%-34.1pp | 69.2%-18.7pp |
| Annual return | -1.88% | 3.44%-5.3pp | 61.98%-63.9pp | 10.78%-12.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $949 | $1,985-52.2% | $4,895-80.6% | $3,046-68.9% |
| Admin fee / account holder | $58 | $86-32.0% | $11,612-99.5% | $91-35.9% |