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 | $334,301 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $8,289 |
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 | $24,215 | $45,382-46.6% | $154,108-84.3% | $75,289-67.8% |
| Participation rate | 91.2% | 65.9%+25.3pp | 83.0%+8.2pp | 72.4%+18.8pp |
| Annual return | -5.07% | -0.47%-4.6pp | 735.21%-740.3pp | -0.04%-5.0pp |
| Employer contribution / active EE | $1,529 | $1,533-0.2% | $5,298-71.1% | $2,405-36.4% |
| Participant deferral / active EE | $2,058 | $2,384-13.7% | $5,081-59.5% | $3,739-45.0% |
| Admin fee / account holder | $84 | $89-6.4% | $13,411-99.4% | $102-18.3% |