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 | $27,542 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,254 | $62,928-80.5% | $172,753-92.9% | $67,582-81.9% |
| Participation rate | 68.4% | 64.5%+4.0pp | 82.6%-14.2pp | 71.3%-2.9pp |
| Annual return | 16.63% | 30.36%-13.7pp | 803.00%-786.4pp | 378.57%-361.9pp |
| Employer contribution / active EE | $12 | $1,636-99.3% | $5,144-99.8% | $2,148-99.5% |
| Participant deferral / active EE | $1,023 | $2,145-52.3% | $5,198-80.3% | $3,539-71.1% |
| Admin fee / account holder | $45 | $167-73.0% | $13,956-99.7% | $142-68.4% |