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 | $28,176 |
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 | $12,872 | $37,196-65.4% | $154,108-91.6% | $55,725-76.9% |
| Participation rate | 78.9% | 64.1%+14.8pp | 83.0%-4.1pp | 70.9%+8.0pp |
| Annual return | -7.10% | 1319.68%-1326.8pp | 735.21%-742.3pp | 244.93%-252.0pp |
| Employer contribution / active EE | $4 | $1,614-99.7% | $5,298-99.9% | $2,078-99.8% |
| Participant deferral / active EE | $1,324 | $2,068-36.0% | $5,081-73.9% | $3,356-60.5% |
| Admin fee / account holder | $49 | $102-51.3% | $13,411-99.6% | $115-57.1% |