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 | $25,796 |
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).
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 | $13,912 | $46,173-69.9% | $170,435-91.8% | $69,631-80.0% |
| Participation rate | 82.8% | 63.9%+18.9pp | 83.6%-0.8pp | 70.7%+12.1pp |
| Annual return | 12.29% | 21.62%-9.3pp | 205.94%-193.7pp | 27571.02%-27558.7pp |
| Employer contribution / active EE | $9 | $1,610-99.4% | $5,432-99.8% | $2,032-99.5% |
| Participant deferral / active EE | $1,281 | $2,080-38.4% | $4,939-74.1% | $3,224-60.3% |
| Admin fee / account holder | $48 | $116-59.0% | $13,881-99.7% | $110-57.0% |