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 | $377,076 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $7,875 |
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 | $36,494 | $56,095-34.9% | $178,503-79.6% | $90,274-59.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 13.13% | 28.81%-15.7pp | 151.12%-138.0pp | 53.97%-40.8pp |
| Employer contribution / active EE | $1,002 | $1,572-36.3% | $5,011-80.0% | $2,523-60.3% |
| Participant deferral / active EE | $2,744 | $2,669+2.8% | $5,202-47.3% | $4,231-35.1% |
| Admin fee / account holder | $109 | $101+8.4% | $13,987-99.2% | $114-4.4% |