Filed November 5, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $307,607 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $5,711 |
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 | $26,664 | $44,989-40.7% | $170,435-84.4% | $77,958-65.8% |
| Participation rate | 92.1% | 64.6%+27.5pp | 83.6%+8.5pp | 71.6%+20.4pp |
| Annual return | 15.10% | 19.61%-4.5pp | 205.94%-190.8pp | 20.87%-5.8pp |
| Employer contribution / active EE | $1,493 | $1,466+1.9% | $5,432-72.5% | $2,310-35.4% |
| Participant deferral / active EE | $2,121 | $2,208-3.9% | $4,939-57.1% | $3,537-40.0% |
| Admin fee / account holder | $71 | $69+2.7% | $13,881-99.5% | $97-27.3% |